Allen N. Minassian

PRIVATE WEALTH SOLUTIONS

Woodland Hills, CA 91367

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CRD#: 2448470

Professional summary

Allen Nmn Minassian, who also goes by Allen Minassian, is a registered financial advisor currently at PRIVATE WEALTH SOLUTIONS, LLC located in Woodland Hills, California and KOVACK SECURITIES INC. located in Calabasas, California.

Allen is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1994. Allen has worked at 5 firms and has passed the Series 63, Series 79TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Allen Minassian

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.

1) ALLEN MINASSIAN, BOOK KEEPER FOR 1 CLIENT, NON-INVESTMENT RELATED, BALANCING CHECKBOOKS, PAYING BILLS,1% OF TIME SPENT,COMPENSATED BY FEES. 03/15/11 2) PRIVATE WEALTH SOLUTIONS -26050 MUREAU ROAD, SUITE 103, CALABASAS, CA 91302; TRUSTEE/ADVISORY DUTIES, TRUST SETTLEMENT AND BOOKKEEPING, VICE PRESIDENT/SECRETARY, 1% OF TIME SPENT, COMPENSATED ON FEES. 3) TERM AND FIXED ANNUITY SALES - 6928 OWENSMOUTH AVE, STE 200, CANOGA PARK, CA 91303, FIXED ANNUITES AND TERM INSURANCE, SENIOR VICE PRESIDENT,5% OF TIME SPENT.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Allen Nmn Minassian'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

September 1, 2017 - Present

PRIVATE WEALTH SOLUTIONS, LLC

Office #1: 5850 Canoga Avenue, Suite 315, Woodland Hills, CA 91367

RIA

CRD#: 289437

Woodland Hills, CA

Current

September 26, 2008 - Present

KOVACK SECURITIES INC.

Office #1: 26050 Mureau Road Suite 103, Calabasas, CA 91302

CRD#: 44848

Calabasas, CA

Past

June 27, 2007 - September 26, 2008

MORGAN PEABODY, INC.

CRD#: 38306

WOODLAND HILLS, CA

Past

March 21, 1996 - June 22, 2007

BROOKSTREET SECURITIES CORPORATION

CRD#: 14667

WOODLAND HILLS, CA

Past

March 15, 1994 - April 17, 1996

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

CRD#: 14229

NORTHRIDGE, CA

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".

PRIVATE WEALTH SOLUTIONS, LLC

CRD#: 289437 / SEC#: 801-111072

RIA

Registered Investment Advisory firm - (9/1/2017 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.

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

Arizona
(9/26/2008)

California
(9/26/2008)

IAR

California
(9/1/2017)

Colorado
(10/10/2017)

Connecticut
(7/29/2019)

Florida
(9/26/2008)

Idaho
(7/10/2023)

Indiana
(4/13/2021)

Kentucky
(4/24/2025)

Maryland
(12/12/2024)

Massachusetts
(1/3/2019)

Nevada
(9/26/2008)

New Mexico
(9/26/2008)

Tennessee
(1/28/2021)

Texas
(12/10/2012)

Washington
(7/13/2017)

Wisconsin
(1/27/2009)

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. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

Series 63

Date: 4/25/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/7/1995

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 3/14/1994

Investment Company Products/Variable Contracts Representative Examination

SRO Registrations

FINRA

SRO Registrations

Nasdaq Stock Market

Current Firm

PRIVATE WEALTH SOLUTIONS, LLC

CRD#: 289437 / SEC#: 801-111072

RIA

Registered Investment Advisory firm - (9/1/2017 Approved)

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Contact information

Main Address

26050 Mureau Road Suite 103, Calabasas, CA 91302

Mailing Address

Phone number

(818) 264-0600

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (2/14/2025)

Regulatory assets under management

Total Number of Accounts	1,077
AUM (Assets Under Management)	$ 403,302,552

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.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Allen N. Minassian

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Allen Nmn Minassian's CRS (Customer Relationship Summary).

Certified licenses

Experience

KOVACK SECURITIES INC.

MORGAN PEABODY, INC.

BROOKSTREET SECURITIES CORPORATION

GREAT WESTERN FINANCIAL SECURITIES CORPORATION

Primary Firm SEC Registration

PRIVATE WEALTH SOLUTIONS, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 4/25/1994

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 9/7/1995

Series 6

Date: 3/14/1994

FINRA

Nasdaq Stock Market

Current Firm

PRIVATE WEALTH SOLUTIONS, LLC

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PRIVATE WEALTH SOLUTIONS, LLC

TRUST BUT VERIFY

Contact information

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