Elias M. Hakimian
Professional summary
Elias Moses Hakimian, who also goes by Elias Moses Lopez-hakimian, Elias Lopez-hakimian, is a registered financial advisor currently at CRYSTAL COVE ASSET MANAGEMENT located in Newport Beach, California.
Elias is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. Elias has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Elias Moses Hakimian's CRS (Customer Relationship Summary).
Certified licenses
Experience
August 26, 2021 - Present
CRYSTAL COVE ASSET MANAGEMENT
Office #1: 620 Newport Center Drive Suite 1100, Newport Beach, CA 92660June 12, 2019 - June 23, 2021
CRYSTAL COVE ASSET MANAGEMENT
October 17, 2005 - June 13, 2019
LPL FINANCIAL LLC
October 17, 2005 - June 13, 2019
LPL FINANCIAL LLC
September 5, 2003 - October 17, 2005
WELLS FARGO INVESTMENTS, LLC
September 5, 2003 - October 17, 2005
WELLS FARGO INVESTMENTS, LLC
March 7, 2003 - September 2, 2003
CITICORP INVESTMENT SERVICES
February 5, 2003 - September 2, 2003
CITICORP INVESTMENT SERVICES
May 23, 2002 - February 5, 2003
CAL FED INVESTMENTS
November 26, 2001 - May 7, 2002
MORGAN STANLEY DW INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(8/26/2021)
Exams
Current Firm
CRYSTAL COVE ASSET MANAGEMENT
CRD#: 289810 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 243 |
| AUM (Assets Under Management) | $ 90,350,528 |
Red Flags
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