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Stephen Bedikian

Halbert Hargrove

Long Beach, CA

Los Angeles, CA

CRD 7806480

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Employer firm

Halbert Hargrove CRD 105515

$4.20B regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Periodicals / newsletters
  • Educational seminars

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

Current Employers
Halbert Hargrove

111 West Ocean Boulevard 23Rd Floor, Long Beach, CA 90802-7908 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-02-03
TX RA APPROVED 2025-02-03
  • CA RA
    APPROVED
    Since 2025-02-03
  • TX RA
    APPROVED
    Since 2025-02-03

Branch Locations

111 West Ocean Boulevard 23Rd Floor, Long Beach, CA 90802-7908 • United States

Los Angeles, CA • 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
Goldstar Events Pasadena CA 03/2012 03/2020
Beachwood Property Llc Los Angeles CA 04/2020 09/2023
Northwestern Mutual Life Insurance Company Milwaukee WI 09/2023 08/2024
Northwestern Mutual Investment Services Llc Woodland Hls CA 09/2023 08/2024
Northwestern Mutual Wealth Management Company Milwaukee WI 12/2023 08/2024
Halbert Hargrove Los Angeles CA 10/2024 Present
  • 03/2012 → 03/2020
    Goldstar Events
    Pasadena, CA
  • 04/2020 → 09/2023
    Beachwood Property Llc
    Los Angeles, CA
  • 09/2023 → 08/2024
    Northwestern Mutual Life Insurance Company
    Milwaukee, WI
  • 09/2023 → 08/2024
    Northwestern Mutual Investment Services Llc
    Woodland Hls, CA
  • 12/2023 → 08/2024
    Northwestern Mutual Wealth Management Company
    Milwaukee, WI
  • 10/2024 → Present
    Los Angeles, CA
Other Businesses

1. 100% OWNER, 1425 S BURNSIDE AVE HELD THROUGH JOHNSON-BEDIKIAN FAMILY TRUST, 1425 S BURNSIDE AVE, LOS ANGELES, , CALIFORNIA, 90019, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 12/18/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, INVESTMENT RELATED. 2. HOLDS REAL ESTATE LICENSE, 353 N BRONSON AVE, LOS ANGELES, , CALIFORNIA, 90004, UNITED STATES OF AMERICA, REAL ESTATE LICENSE ONLY, START DATE: 1/25/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, I HOLD A CALIFORNIA REAL ESTATE BROKERS LICENSE; INVESTMENT-RELATED 3. INVESTMENT COMMITTEE, ST. JAMES EPISCOPAL CHURCH, 3903 WILSHIRE BLVD., LOS ANGELES, , CALIFORNIA, 90010, UNITED STATES OF AMERICA, FIDUCIARY CAPACITY, START DATE: 03/25/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, I'VE BEEN ASKED TO SERVE ON THE INVESTMENT COMMITTEE FOR MY CHURCH'S ENDOWMENT. non investment related.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-13
S63 Uniform Securities Agent State Law Examination 2023-11-16
  • S65 Uniform Investment Adviser Law Examination
    2024-09-13
  • S63 Uniform Securities Agent State Law Examination
    2023-11-16
Other Names
  • Stephen Bedikian
  • Stephen Bedikian

View on SEC IAPD

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