Steven Carmandalian
Steven Carmandalian is a registered investment advisor at Carmandalian Financial Group, LLC, based in Westlake Village, CA, with 28 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 72 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CFG Wealth offers asset management services for a fee that will not exceed 1.75% annually. This fee is calculated monthly in advance based on the value of your account on the last day of the previous month. The fee is negotiable and will be deducted from your account. CFG Wealth also charges performance-based fees to some clients, up to 20% of net profits.
Location
2829 Townsgate Rd, Suite 100, Westlake Village, CA, 91361
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Steven is an insurance agent since 2017, placing fixed life insurance, long-term care, and disability insurance for clients. This takes a few hours per week, with some of that time during trading hours.
Employment History
Current Registrations
Carmandalian Financial Group, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Monocot Wealth Management, LLC
UBS Financial Services INC.Broker
UBS Financial Services INC.
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Interfirst Capital CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.