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Emil Nazaretyan

Mission Wealth Management, LP

Santa Barbara, CA

CRD 5602556

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Employer firm

Mission Wealth Management, LP CRD 113057

$17.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • FAMILY WEALTH MANAGEMENT

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

Current Employers
Mission Wealth Management, Lp

1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2018-10-05
  • CA RA
    APPROVED
    Since 2018-10-05

Branch Locations

1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Caregiver For Family Member Glendale CA 02/2017 07/2017
Conference Direct Los Angeles CA 02/2016 02/2017
Mercer Advisors Santa Barbara CA 08/2017 05/2018
Mission Wealth Management Santa Barbara CA 05/2018 Present
  • 02/2017 → 07/2017
    Caregiver For Family Member
    Glendale, CA
  • 02/2016 → 02/2017
    Conference Direct
    Los Angeles, CA
  • 08/2017 → 05/2018
    Mercer Advisors
    Santa Barbara, CA
  • 05/2018 → Present
    Mission Wealth Management
    Santa Barbara, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-23
S63 Uniform Securities Agent State Law Examination 2008-11-17
  • S65 Uniform Investment Adviser Law Examination
    2017-12-23
  • S63 Uniform Securities Agent State Law Examination
    2008-11-17
Other Names
  • Emil Nazaretyan

View on SEC IAPD

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