DN
CFP
DN
CFP

David Nanigian

1 Year of Experience
Washington, DC

David Nanigian is a CFP-designated registered investment advisor at Mount Ararat Financial Services LLC, based in Washington, DC, with 1 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth. Their firm serves 2 clients with $350K in assets under management.

Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
2 clients
Average Client Portfolio
$175K average
Assets Under Management
$351K

Fee Structure

Mount Ararat Financial Services offers portfolio management services to clients who purchase a comprehensive financial plan or ongoing financial planning service. This involves developing a strategic asset allocation and recommending specific investments. If you subscribe to the ongoing financial planning service, Mount Ararat Fin Svc can execute trades for you through Schwab or Altruist Financial. You are not obligated to act on their recommendations or execute trades through them.

Loading...

Location

Washington, DC

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Mount Ararat Financial Services LLC
September 2024 - Present · 1 yr 8 mos
State Registrations1 state
DC
Advisor

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.