John M. Mugarian

FAMILYWEALTH ASSET MANAGEMENT

Pensacola, FL 32504

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CRD#: 1983612

Professional summary

John Michael Mugarian, who also goes by John Michael Mugarditchian, is a registered financial advisor currently at FAMILYWEALTH ASSET MANAGEMENT located in Pensacola, Florida and FAMILYWEALTH located in Pensacola, Florida.

John is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. John has worked at 6 firms and has passed the Series 65, Series 63 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

John Michael Mugarditchian

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.

141 White Oak, LLC, 4309 Spanish Trail, Pensacola, Florida 32504. The entity is a non-public Limited Liability Company that wholly owns, operates, and manages a vacation property located in Gatlinburg, Tennessee. The property management company is not investment-related. Owned since October of 2020. Mr. Mugarian is the Managing Member. He spends up to 1% of his time monthly devoted to the management of this property.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Michael Mugarian's CRS (Customer Relationship Summary).

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®

None

Experience

Current

December 8, 2020 - Present

FAMILYWEALTH ASSET MANAGEMENT

Office #1: 4309 Spanish Trail, Pensacola, FL 32504

RIA

CRD#: 147869

Pensacola, FL

Current

December 11, 2020 - Present

FAMILYWEALTH

Office #1: 4309 Spanish Trail, Pensacola, FL 32504

RIA

CRD#: 289193

Pensacola, FL

Past

November 4, 2003 - January 13, 2021

MUGARIAN INVESTMENT GROUP, LLC

RIA

CRD#: 128391

PENSACOLA, FL

Past

August 14, 2000 - November 11, 2003

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

PENSACOLA, FL

Past

August 14, 2000 - November 11, 2003

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Past

April 29, 1998 - August 14, 2000

J.C. BRADFORD & CO.

CRD#: 1287

NEW YORK, NY

Past

September 19, 1989 - May 8, 1998

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

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".

FAMILYWEALTH

CRD#: 289193 / SEC#: 801-111050

RIA

Registered Investment Advisory firm - (8/28/2017 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.

Highlighted states indicate IAR registrations

IAR

Alabama
(1/14/2021)

IAR

Florida
(12/8/2020)

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

State Security Law Exam

IAR

Series 65

Date: 5/4/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/12/1989

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/16/1989

General Securities Representative Examination

Current Firm

FAMILYWEALTH

CRD#: 289193 / SEC#: 801-111050

RIA

Registered Investment Advisory firm - (8/28/2017 Approved)

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Contact information

Main Address

255 Primera Blvd Suite 160, Lake Mary, FL 32746

Mailing Address

Phone number

(866) 746-3743

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (38 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FAMILYWEALTH ADVISERS, LLC ADV 2A BROCHURE (4/1/2025)

Regulatory assets under management

Total Number of Accounts	619
AUM (Assets Under Management)	$ 346,344,277

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.

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Advisor Monitoring

Firm Stability Insights

John M. Mugarian

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view John Michael Mugarian's CRS (Customer Relationship Summary).

Certified licenses

Experience

FAMILYWEALTH

MUGARIAN INVESTMENT GROUP, LLC

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

J.C. BRADFORD & CO.

A. G. EDWARDS & SONS, INC.

Primary Firm SEC Registration

FAMILYWEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 5/4/1999

Series 63

Date: 10/12/1989

Series 7

Date: 9/16/1989

Current Firm

FAMILYWEALTH

Contact information

SEC notice filing (38 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FAMILYWEALTH

TRUST BUT VERIFY

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