Michael
Karapetian

Lazari Capital Management, Inc

CRD#2904615
Investment Advisor
in Canoga Park, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Michael Karapetian is a financial advisor working in Canoga Park, California with 8 years of relevant experience. Karapetian currently works for Lazari Capital Management, Inc. Over the course of their career, Karapetian has held roles at Kovack Securities, Inc, Kovack Advisors, Inc, Lazari Capital Management, Inc, Lazari Asset Management, Inc and Lyndhurst Securities, Inc. Karapetian maintains Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is approved to advise clients in California, Florida, Nevada, Texas and Virginia. Lazari Capital Management, Inc is a financial advisory firm operating out of Canoga Park, CA. The firm has a total of nine financial advisors. It controls $399 million in assets across its 761 customer accounts, placing it among the larger firms in the nation by assets under management. Of its 761 client accounts, just 14% are held by high-net-worth individuals who have at least $1 million in assets. The company has a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees charged by financial advisors usually depend on which service is provided. Fee types charged by Lazari Capital Management, Inc can include some blend of asset-based, fixed and performance-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

8 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

6928 Owensmouth Ave. #200
Canoga Park, CA 91303

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Lazari Capital Management, Inc Brokerage Details

Total Assets Under Management

$398,591,539

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

9

CA Average: 43
Total Number of Accounts

761

CA Average: 3,727
Average Account Size

$523,773

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services

Michael Karapetian Work History

Michael has been registered as a financial advisor for 8 years.*

2022 - Present (2 years)

Lyndhurst Securities, Inc

2014 - Present (10 years)

Lazari Capital Management, Inc

2003 - Present (21 years)

Lazari Asset Management, Inc

2008 - 2021 (13 years)

Kovack Securities, Inc

2008 - 2017 (9 years)

Kovack Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Karapetian 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 Lazari Capital Management, Inc

Michael De Luz
Canoga Park, CA
Rajiv Shah
Canoga Park, CA
James Koller
Glendale, CA
Kirk Mekerdichian
Canoga Park, CA
Richard Plamondon
Canoga Park, CA
Edward Levi
Canoga Park, CA
Michael Karapetian
Canoga Park, CA
Arax Ryvkin
Canoga Park, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started