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STEVEN CARMANDALIAN
STEVE KHARMANDALAN, STEVE KHARMANDALIAN, Steven Kharmandalian
CRD#: 2713564
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Investment Adviser
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Previous Broker
CARMANDALIAN FINANCIAL GROUP, LLCCRD#: 292458 2829 TOWNSGATE RD
SUITE 100
WESTLAKE VILLAGE, CA 91361
Registration History
1998200020022004200620082010201220142016201820202022202420262 FIRMS2007 - 2009 (1 year)2 FIRMS2009 - 2016 (7 years)IACARMANDALIAN FINANCIAL GROUP, LLC (CRD# 292458)2018 - Present (7 years)BPURSHE KAPLAN STERLING INVESTMENTS (CRD# 35747)2016 - 2024 (8 years)BMORGAN STANLEY DW INC. (CRD# 7556)1997 - 2007 (9 years)BINTERFIRST CAPITAL CORPORATION (CRD# 7659)1997 - 1997 (<1 year)IAMONOCOT WEALTH MANAGEMENT, LLC (CRD# 282687)2016 - 2018 (2 years)IAMORGAN STANLEY (CRD# 7556)1998 - 2007 (8 years)
License(s)

State Registrations

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California 2/26/2018

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Texas 6/10/2018

Current Registration(s)
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CARMANDALIAN FINANCIAL GROUP, LLC (CRD#:292458)
2829 TOWNSGATE RD SUITE 100, WESTLAKE VILLAGE, CA 91361
Registered with this firm since 2/26/2018

Previous Registration(s)
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04/15/2016 - 09/25/2024 PURSHE KAPLAN STERLING INVESTMENTS (CRD#:35747) Westlake Village, CA
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04/15/2016 - 04/03/2018 MONOCOT WEALTH MANAGEMENT, LLC (CRD#:282687) WESTLAKE VILLAGE, CA
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02/13/2009 - 04/26/2016 UBS FINANCIAL SERVICES INC. (CRD#:8174) WESTLAKE VILLAGE, CA
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02/13/2009 - 04/26/2016 UBS FINANCIAL SERVICES INC. (CRD#:8174) WESTLAKE VILLAGE, CA
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04/02/2007 - 03/02/2009 MORGAN STANLEY & CO. INCORPORATED (CRD#:8209) THOUSAND OAKS, CA
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04/02/2007 - 03/02/2009 MORGAN STANLEY & CO. INCORPORATED (CRD#:8209) THOUSAND OAKS, CA
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11/02/1998 - 04/02/2007 MORGAN STANLEY (CRD#:7556) THOUSAND OAKS, CA
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09/30/1997 - 04/02/2007 MORGAN STANLEY DW INC. (CRD#:7556) THOUSAND OAKS, CA
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06/26/1997 - 10/01/1997 INTERFIRST CAPITAL CORPORATION (CRD#:7659) LOS ANGELES, CA
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Disclosures
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