Emil
Nazaretyan

Mission Wealth Management, Lp

CRD#5602556
Investment Advisor
in Santa Barbara, CA

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About this Advisor

Emil Nazaretyan is a financial advisor based in Santa Barbara, California, working with Mission Wealth Management, Lp. Emil has previously held positions at Caregiver For Family Member, Conference Direct, Mercer Advisors, and Mission Wealth Management. Emil has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Emil is part of Mission Wealth Management, Lp, which operates out of Santa Barbara, California. The firm has 32 offices and 109 employees. The firm manages assets totaling $7.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and other services. The fee structure at Mission Wealth Management, Lp includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

1111 Chapala Street 3Rd Floor
Santa Barbara, CA 93101

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Mission Wealth Management, Lp Brokerage Details

Total Assets Under Management

$7,072,960,768

CA Average: $7,578,581,321
Total Number of Employees

109

CA Average: 43
Total Number of Accounts

9,939

CA Average: 3,727
Average Account Size

$711,637

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Other

Emil Nazaretyan Work History

2018 - Present (6 years)

Mission Wealth Management

2017 - 2017 (< 1 year)

Caregiver For Family Member

2017 - 2018 (1 year)

Mercer Advisors

2016 - 2017 (1 year)

Conference Direct

2014 - 2016 (2 years)

Caregiver For Family Member

Disclosures

Please visit the SEC profile of Emil Nazaretyan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mission Wealth Management, Lp

Joey Khoury
Santa Barbara, CA
Bryant Merryman
Santa Barbara, CA
Weston Patton
Santa Barbara, CA
Julianna Rote
San Diego, CA
Mitchell Grushen
Los Angeles, CA
Daniel Friedman
Miami, FL
Jared Sweeney
Walpole, MA
Andrew Kulha
Houston, TX

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