AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Advisor Search
Why Advisor Check

We're Here To Help

AdvisorCheck empowers you to find, evaluate, and monitor financial advisors with confidence and clarity.

Advisor Monitoring

Financial advisor's situations can change, sometimes without notice. AdvisorCheck's Monitoring tool helps you avoid surprises and stay on top of your financial health.

Firm Stability Insights

The stability of your financial advisor's firm has a significant impact in the security and quality of service you receive. Our tool provides historical data and key insights over time to help you make informed, confident decisions.

Pricing
For Advisors
AK

Ara A. Kachadourian

US CAPITAL GLOBAL WEALTH MANAGEMENT
San Francisco, CA 94111
Some features on this profile are disabled
CRD#: 4499884
AK

Professional summary

Ara Alexander Kachadourian, who also goes by Ara Arakachadourian, Ara A Kachadourian, Ara Kachadourian, is a registered financial advisor currently at US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC located in San Francisco, California and US CAPITAL GLOBAL SECURITIES, LLC located in San Francisco, California.

Ara is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2010. Ara has worked at 17 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ara Arakachadourian | Ara A Kachadourian | Ara Kachadourian

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. HIGH VALLEY HOLDINGS GROUP POSITION: Member NATURE: This is a real estate company which is our family owned business for several years. It serves as a part of our family retirement plan. It often serves to management our real estate rentals. INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2014 ADDRESS: 1413 1/2 W Kenneth Rd, Suite 215, Glendale CA 91202, United States. DESCRIPTION: I am an owner in this...It is part of our family's retirement planning. 2. Platinum Wealth Strategies. Investment Related. 1250 W. Glenoaks Blvd., Ste. E#155, Glendale, CA 91201. Start date: 01/2022. dba name for wealth and investment management business. Approx. hrs/Mo: 40. All during securities trading hours. 3. VOLO POSITION: Business Development Partner US NATURE: The business is a technology software company. I am involved in advising on their strategic operations relating to growth in the United States. INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 09/01/2022 ADDRESS: 1250 W. Glenoaks Blvd., E#155, Glendale CA 91202, United States DESCRIPTION: My role is advise on strategic opportunities as it relates to joint venture and growth regarding expansion in the US market 4. Achel Partners, LLC; Managing Partner 50% Ownership. Real Estate Consulting and advising business for companies seeking expertise in expansion or turnaround. Family owned business. Compensation is project based. Devote 5 hours a week. Start date; 4/2023

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ara Alexander Kachadourian'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®
None

Experience

Current

December 17, 2024 - Present

US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC

Office #1: 1 Ferry Building Suite 201, San Francisco, CA 94111
RIA
CRD#: 299885
San Francisco, CA
Current

December 17, 2024 - Present

US CAPITAL GLOBAL SECURITIES, LLC

Office #1: 1 Ferry Building Suite 201, San Francisco, CA 94111
BD
CRD#: 169544
San Francisco, CA
Past

October 28, 2024 - December 12, 2024

ZERO DAY CAPITAL ENTERPRISES LLC

RIA
CRD#: 331228
Glendale, CA
Past

June 18, 2024 - October 23, 2024

ZERO DAY CAPITAL ENTERPRISES LLC

RIA
CRD#: 331228
Glendale, CA
Past

May 17, 2023 - May 4, 2024

ALEXANDER CAPITAL WEALTH MANAGEMENT LLC

RIA
CRD#: 157714
Glendale, CA
Past

May 16, 2023 - May 4, 2024

ALEXANDER CAPITAL, L.P.

BD
CRD#: 40077
RED BANK, NJ
Past

April 5, 2021 - May 25, 2023

WORLD EQUITY GROUP, INC.

RIA
CRD#: 29087
SCHAUMBURG, IL
Past

April 5, 2021 - May 25, 2023

WORLD EQUITY GROUP, INC.

BD
CRD#: 29087
SCHAUMBURG, IL
Past

October 3, 2019 - July 1, 2020

PAULSON INVESTMENT COMPANY LLC

BD
CRD#: 5670
Beverly Hills, CA
Past

September 6, 2018 - October 1, 2019

WOODBURY FINANCIAL SERVICES, INC.

RIA
CRD#: 421
DIAMOND BAR, CA
Past

August 21, 2018 - October 1, 2019

WOODBURY FINANCIAL SERVICES, INC.

BD
CRD#: 421
DIAMOND BAR, CA
Past

April 10, 2017 - August 20, 2018

NPB FINANCIAL GROUP, LLC

RIA
CRD#: 137743
Glendale, CA
Past

April 10, 2017 - August 20, 2018

NPB FINANCIAL GROUP, LLC

BD
CRD#: 137743
Glendale, CA
Past

October 5, 2016 - February 6, 2017

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
PASADENA, CA
Past

September 23, 2016 - February 6, 2017

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
PASADENA, CA
Past

June 15, 2016 - September 6, 2016

PAYCHEX SECURITIES CORPORATION

BD
CRD#: 39733
GLENDALE, CA
Past

January 5, 2015 - March 11, 2016

AUGUSTAR DISTRIBUTORS, INC.

BD
CRD#: 41081
CINCINNATI, OH
Past

November 18, 2014 - January 5, 2015

J.P. MORGAN SECURITIES LLC

RIA
CRD#: 79
ENCINO, CA
Past

November 18, 2014 - January 5, 2015

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
ENCINO, CA
Past

December 22, 2012 - May 9, 2014

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
PASADENA, CA
Past

November 13, 2012 - May 9, 2014

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
PASADENA, CA
Past

September 21, 2012 - November 15, 2012

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
WOODLAND HILLS, CA
Past

August 12, 2011 - August 17, 2012

NEW ENGLAND SECURITIES

BD
CRD#: 615
WOODLAND HILLS, CA
Past

May 3, 2011 - June 29, 2011

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
LOS ANGELES, CA
Past

September 2, 2010 - November 22, 2010

PRINCIPAL SECURITIES, INC.

BD
CRD#: 1137
GLENDALE, CA

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
California
(12/17/2024)
IAR
California
(12/17/2024)
RR
Florida
(12/17/2024)
RR
Texas
(12/17/2024)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/21/2012
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/2/2010
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: 12/7/2011
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 9/1/2010
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 5/14/2020
General Securities Principal Examination
SRO Registrations
RR
FINRA

Current Firm

UC
US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC
US CAPITAL GLOBAL WEALTH MANAGEMENT LLC | US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC

CRD#: 299885 / SEC#:

California
Registered Investment Advisory firm - (3/27/2019 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
1 Ferry Building Suite 201, San Francisco, CA 94111
Mailing Address
Phone number
(917) 923-9649
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts50
AUM (Assets Under Management)$ 19,000,000

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

US CAPITAL GLOBAL WEALTH MANAGEMENT, LLC

CRD#: 299885San Francisco, CA 94111

TRUST BUT VERIFY

Monitor Ara Kachadourian

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors

AG
Adam GreenAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
IAR
RR
SAN MATEO, CA
MS
Maximilian SoaresAdvisorCheck Check Mark
J.P. MORGAN SECURITIES LLC
RR
San Francisco, CA
Jason Guo Quan Fang
Jason FangAdvisorCheck Check Mark
TERRAFIRMA WEALTH PARTNERS
IAR
WALNUT CREEK, CA
footer-logo
How We Help
Advisor Search
Find Advisors by State
Blog
Glossary
For Advisors
About Us
Help Center
Terms Of UsePrivacy PolicySubscription Policy
Help Center
AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.© 2025 AdvisorCheck, an AIMR Analytics company. All rights reserved.