Nvard Ter-Matevosyan is a registered investment advisor, based in New Orleans, LA, with 7 years of industry experience.
Location
858 Camp Street, New Orleans, LA, 70130
Get directionsHistory
Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
July 2017Final
Financial
June 2017Final
Other Business Activities
Nvard is a general partner in God First Enterprises LLC, which owns a property under her name for tax purposes. She spends minimal time on this activity.
Employment History
Current Registrations
Newedge Advisors
July 2024 - Present · 2 yrs
Newedge Securities, LLCBroker
July 2024 - Present · 2 yrs
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
December 2017 - June 2023 · 5 yrs 6 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
September 2017 - June 2023 · 5 yrs 9 mos
State Registrations2 states
CANV
AdvisorBrokerBoth
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.
Exams
No exam information available for this advisor.