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AC

Alex B. Chalekian

LAKE AVENUE FINANCIAL LLC
Pasadena, CA 91101
Some features on this profile are disabled
CRD#: 2956935
AC

Professional summary

Alex Bedo Chalekian, who also goes by Alex Calioglu, is a registered financial advisor currently at LAKE AVENUE FINANCIAL LLC located in Pasadena, California.

Alex is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Alex has worked at 7 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Alex Calioglu

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. 1/5/2017 - Disrupter Labs, LLC - Real Estate Investment and Other Consulting Arrangements related - 70 S Lake Ave, Suite 820, Pasadena, CA 91101 - 5 hours per Month/0 Hours During Trading Start Date:01/01/2017

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Alex Bedo Chalekian'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

August 6, 2021 - Present

LAKE AVENUE FINANCIAL LLC

Office #1: 301 N Lake Ave Suite 830, Pasadena, CA 91101
RIA
CRD#: 315746
Pasadena, CA
Past

November 5, 2019 - October 15, 2021

INTEGRATED WEALTH CONCEPTS LLC

RIA
CRD#: 284656
Pasadena, CA
Past

February 24, 2016 - May 13, 2020

LAKE AVENUE FINANCIAL, LLC

RIA
CRD#: 168946
PASADENA, CA
Past

February 8, 2016 - December 31, 2016

LAKE AVENUE FINANCIAL, LLC

RIA
CRD#: 168946
Pasadena, CA
Past

March 17, 2014 - December 31, 2015

LAKE AVENUE FINANCIAL, LLC

RIA
CRD#: 168946
PASADENA, CA
Past

July 15, 2003 - October 28, 2015

LPL FINANCIAL LLC

RIA
CRD#: 6413
PASADENA, CA
Past

July 15, 2003 - April 7, 2020

LPL FINANCIAL LLC

BD
CRD#: 6413
PASADENA, CA
Past

June 21, 1999 - July 25, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
GLENDALE, CA
Past

May 18, 1999 - July 25, 2003

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

May 18, 1999 - July 25, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

October 14, 1997 - February 9, 1999

SUNAMERICA SECURITIES, INC.

BD
CRD#: 20068
PHOENIX, AZ

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".
LA
LAKE AVENUE FINANCIAL LLC
FIRST TEAM ADVISORS | WEALTHTECH PARTNERS LLC | SIKMA SOUND FINANCIAL | LAKE AVENUE FINANCIAL LLC | LAKE AVENUE FINANCIAL | HIGHER IMPACT FINANCIAL

CRD#: 315746 / SEC#: 801-122031

RIA
Registered Investment Advisory firm - (8/6/2021 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
California
(8/6/2021)
IAR
Texas
(1/3/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 5/18/1999
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 10/24/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/15/1999
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/13/1997
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 10/13/2003
General Securities Principal Examination

Current Firm

LA
LAKE AVENUE FINANCIAL LLC
FIRST TEAM ADVISORS | WEALTHTECH PARTNERS LLC | SIKMA SOUND FINANCIAL | LAKE AVENUE FINANCIAL LLC | LAKE AVENUE FINANCIAL | HIGHER IMPACT FINANCIAL

CRD#: 315746 / SEC#: 801-122031

RIA
Registered Investment Advisory firm - (8/6/2021 Approved)
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Contact information

Main Address
301 N Lake Ave Suite 830, Pasadena, CA 91101
Mailing Address
Phone number
(626) 689-2012
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WEALTHTECH LLC ADV PART 2A AND APPENDIX 1 BROCHURE (7/15/2025)

Regulatory assets under management

Total Number of Accounts700
AUM (Assets Under Management)$ 137,894,580

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.

Company Information

LAKE AVENUE FINANCIAL LLC

CRD#: 315746Pasadena, CA 91101

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