Steven Carmandalian

Employer firm

Carmandalian Financial Group, LLC CRD 292458

$151M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 04/2016 → 09/2024
  Purshe Kaplan Sterling Investments
  Albany, NY
• 04/2016 → 04/2018
  Monocot Wealth Management, Llc
  Agoura Hills, CA
• 02/2018 → Present
  Carmandalian Financial Group, Llc
  Westlake Village, CA

Previous Registrations

• 2016-04-15 → 2018-04-03
  Monocot Wealth Management, Llc
  Las Vegas, NV
• 2009-02-13 → 2016-04-26
  Ubs Financial Services Inc.
  Westlake Village, CA
• 2007-04-02 → 2009-03-02
  Morgan Stanley & Co. Llc
  Thousand Oaks, CA
• 1998-11-02 → 2007-04-02
  Morgan Stanley Dw Inc.
  Thousand Oaks, CA
  Thousand Oak, CA

Other Businesses

1.) Fixed Insurance. Not Investment Related. 2829 Townsgate Road suite 100 Westlake Village CA 91361. Fixed Life Insurance, Long Term Care, and Disability Insurance. Agent. 01/2017. 10 Hrs/Mo; 5 Hrs During Trading Hours. Placing Insurance for Clients.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-08-18

Other Names

• Steve Kharmandalian
• Steve Kharmandalan
• Steven Kharmandalian