Raffi Paul Moroukian

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2018 → 06/2020
  The Ayco Company, L.P./Mercer Allied
  Albany, NY
• 05/2017 → 06/2018
  Bobs Lawn Service
  Wynantskill, NY
• 09/2016 → 05/2017
  Bon Appetit
  Bristol, RI
• 08/2013 → 05/2017
  Roger Williams University
  Bristol, RI
• 05/2015 → 08/2017
  Moroukian Wealth Management Group
  Albany, NY
• 06/2020 → Present
  Lpl Financial
  Albany, NY

Previous Registrations

• 2019-06-27 → 2020-06-01
  Goldman Sachs Wealth Services, L.P.
  Albany, NY

Other Businesses

1)06/2020 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - R. PAUL MOROUKIAN WEALTH MANAGEMENT LLC - INVESTMENT RELATED - ALBANY, NY 12205

Exams

• S63 Uniform Securities Agent State Law Examination
  2020-07-24
• S65 Uniform Investment Adviser Law Examination
  2019-06-27

Other Names

• Raffi Paul Moroukian
• Raffi P. Moroukian
• Raffi P Moroukian