BD
Brian M. Danelian
KESTRA ADVISORY SERVICES
Burbank, CA 91505
Some features on this profile are disabled
CRD#: 1930658
BD
Professional summary
Brian Michael Danelian is a registered financial advisor currently at KESTRA ADVISORY SERVICES, LLC located in Burbank, California and KESTRA INVESTMENT SERVICES, LLC located in Burbank, California.
Brian is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1989. Brian has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
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.
Business Name: Domari Wealth Management Investment Related: Yes Address: 4450 Lakeside Drive, Suite 350 Burbank CA 91505 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through an independent outside RIA Position, Title or Relationship: Other,Consultant CEO/ Pres Start Date: 2/28/2014 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: manage and advise investments Business Name: Domari Wealth, LLC Investment Related: Yes Address: 5700 Canoga Ave Ste 150 Woodland Hills CA 91367 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Other,Officer...CEO/ Pres Start Date: 2/28/2014 Hours per month: 71% - 80% (113 - 128 hours) Hours per month during trading hours: 71% - 80% (99 - 112 hours) Duties: provide financial advice Business Name: KESTRA ADVISORY SERVICES, LLC POSITION: Financial Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/13/2022 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735 DESCRIPTION: manage accounts for clients
CRS (Client Relationship Summary) - RIA
Click below to view Brian Michael Danelian's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
November 6, 2018 - Present
KESTRA ADVISORY SERVICES, LLC
Office #1: 4450 Lakeside Drive Ste 350, Burbank, CA 91505RIA
CRD#: 283330
Burbank, CA
Current
February 28, 2014 - Present
KESTRA INVESTMENT SERVICES, LLC
Office #1: 4450 Lakeside Drive Ste 350, Burbank, CA 91505BD
CRD#: 42046
Burbank, CA
Past
September 19, 2012 - April 5, 2019
KESTRA PRIVATE WEALTH SERVICES, LLC
RIA
CRD#: 155193
Burbank, CA
Past
September 18, 2012 - March 5, 2014
LPL FINANCIAL LLC
BD
CRD#: 6413
WOODLAND HILLS, CA
Past
July 8, 1997 - September 19, 2012
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
WOODLAND HILLS, CA
Past
September 4, 1990 - September 19, 2012
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
WOODLAND HILLS, CA
Past
August 23, 1990 - September 4, 1990
BATEMAN EICHLER, HILL RICHARDS, INCORPORATED
BD
CRD#: 76
Past
April 18, 1989 - September 6, 1990
THE STUART-JAMES COMPANY, INCORPORATED
BD
CRD#: 11691
DENVER, CO
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)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.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(1/3/2019)
RR
Arizona(2/28/2014)
RR
California(2/28/2014)
IAR
California(11/6/2018)
RR
Colorado(2/28/2014)
RR
Delaware(3/17/2025)
RR
Florida(2/28/2014)
RR
Georgia(7/12/2024)
RR
Kentucky(9/20/2016)
RR
Michigan(1/25/2024)
RR
Minnesota(1/2/2019)
RR
Nevada(2/28/2014)
RR
New York(10/9/2020)
RR
Pennsylvania(2/28/2014)
RR
South Carolina(11/12/2019)
RR
Texas(2/28/2014)
IAR
Texas(11/7/2018)
RR
Utah(1/30/2019)
RR
Washington(10/21/2021)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
KA
KESTRA ADVISORY SERVICES, LLC
KESTRA ADVISORY SERVICES, LLC | NFP ADVISOR SERVICES LLC
CRD#: 283330 / SEC#: 801-56126
RIA
Registered Investment Advisory firm - (12/31/1998 Approved)Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
Contact information
Main Address
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735
Mailing Address
Phone number
(844) 553-7872
Established
Firm type
Fiscal year end
# of Employees
1,299
SEC notice filing (53 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 155,482 |
| AUM (Assets Under Management) | $ 60,174,309,829 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 12/23/2024 | ||
| 10/20/2023 | ||
| 12/21/2022 |
Red Flags
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.
