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Michael Vatche Markarian

MB3 CONSULTING
GLENDALE, CA
·CRD# 1501368·40 years experience

Professional Summary

Michael Vatche Markarian, who also goes by Michael V Markarian, Vatche Markarian, Michael Vatche Nmarkarian, is a registered financial advisor currently at MB3 CONSULTING LLC located in Glendale, California. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1986. Michael has worked at 9 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael V Markarian, Vatche Markarian, Michael Vatche Nmarkarian

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

40 years in the financial services industry

Current & Past Employments

MB3 CONSULTING LLC·CRD# 304634
RIA
1025 North Brand Blvd Suite 230, Glendale, CA 91202
July 25, 2019 - Present
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY·CRD# 2580
BD
Fort Wayne, IN
February 26, 2003 - April 28, 2006
OSAIC FA, INC.·CRD# 3978
BD
Glendale, CA
June 1, 1998 - September 9, 2019
OSAIC FA, INC.·CRD# 3978
RIA
Glendale, CA
September 22, 1997 - September 9, 2019
LINCOLN FINANCIAL DISTRIBUTORS, INC.·CRD# 145
BD
Radnor, PA
September 12, 1997 - June 1, 1998
CINCINNATI ANALYSTS, INC.·CRD# 5478
BD
Cincinnati, OH
March 6, 1990 - September 8, 1997
VANDERBILT SECURITIES, INC.·CRD# 14280
BD
October 18, 1988 - March 27, 1989
GREENTREE SECURITIES CORP.·CRD# 7372
BD
May 31, 1988 - October 22, 1988
LEHMAN BROTHERS INC.·CRD# 7506
BD
February 18, 1988 - June 10, 1988
GREENTREE SECURITIES CORP.·CRD# 7372
BD
January 4, 1988 - March 5, 1988
BROOKS WEINGER ROBBINS & LEEDS INC.·CRD# 14156
BD
September 24, 1986 - February 3, 1988

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Current Firm

MC
MB3 CONSULTING LLC

MB3 CONSULTING LLC

CRD#: 304634
California
Registered Investment Advisory firm - California (7/25/2019 Approved)

Contact Information

Main Address

1025 North Brand Blvd Suite 230, Glendale, CA 91202

Phone Number

(818) 288-5098

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

92

AUM (Assets Under Management)

$67,500,000

Accountant Surprise Examination Report

Filing DateForm ADV-E CoverForm ADV-E Report
01/28/2026Cover PageReport
01/03/2025Cover PageReport
10/18/2023Cover PageReport

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Michael Vatche Markarian is Co-Owner of S.I.D. Ventures LLC 1560 Grandview Avenue Glendale CA 91201 Category: Real Estate management, rental, development Investment Related: YES Title: Co-Owner Duties: Oversee property/collect rent Start Date: 08/03/2015 Hours per Month: 10 Hours per Month during trading hours: 5 Michael Vatche Markarian is an independent licensed insurance agent, and from time to time, will offer clients advice or products from those activities. Michael Vatche Markarian is a registered investment advisor.

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State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
California
(7/25/2019)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Oct 1986About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Sep 1986About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Vatche Markarian's CRS (Customer Relationship Summary).

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