Gurgen Vardanyan

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2017 → 08/2017
  Unemployed
  Van Nuys, CA
• 01/2015 → 01/2017
  Pepperdine University (Graziadio School Of Business)
  Malibu, CA
• 08/2017 → 06/2019
  Axa-Advisors, Llc
  New York, NY
• 02/2020 → Present
  David A Lazar An Accountancy Corporation
  Woodland Hills, CA
• 02/2020 → 09/2025
  Avantax Insurance Agency, Llc
  Woodland Hills, CA
• 02/2020 → 09/2025
  Avantax Investment Services, Inc.
  Woodland Hills, CA
• 02/2020 → 09/2025
  Avantax Advisory Services
  Woodland Hills, CA
• 06/2019 → 02/2020
  Unemployed
  Woodland Hills, CA
• 02/2020 → Present
  David A Lazar An Accountancy Corporation
  Woodland Hills, CA
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Woodland Hills, CA
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-02-20 → 2025-09-05
  Avantax Advisory Services
  Woodland Hills, CA
  Dallas, TX
• 2017-10-19 → 2019-07-01
  Equitable Advisors, Llc
  Van Nuys, CA
  Los Angeles, CA
  Los Angeles, CA

Other Businesses

1) DAVID A LAZAR AN ACCOUNTANCY CORPORATION POSITION: Wealth Management Associate NATURE: All wealth management/investment functions. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/05/2020 ADDRESS: 21800 Oxnard St. Ste 250, Woodland Hills CA 91367, United States DESCRIPTION: In my role I will be primarily conducting client meetings . I will also be doing business development (sales) and finding new business for the firm.

Exams

• S66 Uniform Combined State Law Examination
  2017-10-13