Adam Scott Vartanyan

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

• 04/2010 → Present
  Lpl Financial, Llc
  Denver, CO

Previous Registrations

• 2005-11-15 → 2010-04-01
  Equitable Advisors, Llc
  Lakewood, CO
  Denver, CO

Other Businesses

1. 04/14/2014: Vartanyan Wealth Management - DBA for LPL Business (entity for LPL business) - INV REL - At Reported Business Location(s) 2. 6/21/2021 - No Business Name - Investment Related - Winter Park, CO 80482 - Real Estate Rental - Start Date: 6/1/2021 - 5 Hours Per Month/0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2005-09-29

Other Names

• Adam Vartanyan