Zaven Andrew Yarumian

Employer firm

Ip Financial Advisory Services LLC CRD 305772

$481M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
CONSULTING SERVICES TO QUALIFIED RETIREMENT PLANS

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

Current Employers

Ip Financial Advisory Services Llc

5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2021-04-23

MA RA
APPROVED

Since 2021-04-23

Branch Locations

Natick, MA • United States

5950 Fairview Road, Suite 140, Charlotte, NC 28210 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien Yes
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Z.A. Yarumian & Co.	Port Monmouth	NJ	03/2014	Present
Innovation Partners Llc	Charlotte	NC	01/2021	Present
Ip Financial Services, Llc	Charlotte	NC	02/2021	Present

03/2014 → Present

Z.A. Yarumian & Co.

Port Monmouth, NJ
01/2021 → Present

Innovation Partners Llc

Charlotte, NC
02/2021 → Present

Ip Financial Services, Llc

Charlotte, NC

Previous Registrations

2012-12-17 → 2014-03-10

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Red Bank, NJ

Other Businesses

I AM THE PRESIDENT OF Z.A. YARUMIAN & CO. (SOLE PROPRIETORSHIP). I PROVIDE MARKETING CONSULTING TO INVESTMENT MANAGERS ON AN AD HOC BASIS. THIS BUSINESS WILL BECOME DE MINIMUS GOING FORWARD AND WILL REQUIRE LITTLE IF ANY OF MY TIME.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-12-06

S66 Uniform Combined State Law Examination

2012-12-06

Other Names

Zaven Andrew Yarumian
Zaven A Yarumian

View on SEC IAPD