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Calvin S. Mazlumyan

CALVIN S MAZLUMYAN, ATTORNEY
BEVERLY HILLS, CA 90211
Some features on this profile are disabled
CRD#: 4781838
CM

Professional summary

Calvin Sevan Mazlumyan is a registered financial advisor currently at CALVIN S MAZLUMYAN, ATTORNEY located in Beverly Hills, California.

Calvin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Calvin has worked at 4 firms and has passed the Series 65, Series 63 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
IMMIGRATION ATTORNEY - MEMBER OF THE CALIFORNIA BAR ASSOCIATION REAL ESTATE BROKER WITH MORTGAGE LOAN ORIGINATION ENDORSEMENT

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CRS (Client Relationship Summary) - RIA

Click below to view Calvin Sevan Mazlumyan'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

June 11, 2024 - Present

CALVIN S MAZLUMYAN, ATTORNEY

Office #1: 8383 Wilshire Blvd Ste 800, Beverly Hills, CA 90211
RIA
CRD#: 331551
BEVERLY HILLS, CA
Past

October 6, 2009 - February 14, 2012

HSBC SECURITIES (USA) INC.

BD
CRD#: 19585
BEVERLY HILLS, CA
Past

March 2, 2006 - June 23, 2009

BANC OF AMERICA INVESTMENT SERVICES, INC.

BD
CRD#: 16361
ENCINO, CA
Past

April 19, 2004 - January 27, 2006

WAMU INVESTMENTS, INC.

BD
CRD#: 599
TARZANA, 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.

Highlighted states indicate IAR registrations

IAR
California
(6/11/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/24/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 4/16/2004
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 6
Date: 4/16/2004
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CS
CALVIN S MAZLUMYAN, ATTORNEY
CALVIN S MAZLUMYAN, ATTORNEY | LAW OFFICES OF CALVIN S MAZLUMYAN PC

CRD#: 331551 / SEC#:

California
Registered Investment Advisory firm - (6/11/2024 Approved)
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Contact information

Main Address
8383 Wilshire Blvd Ste 800, Beverly Hills, CA 90211
Mailing Address
Phone number
(424) 466-3566
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

CALVIN S MAZLUMYAN, ATTORNEY

CRD#: 331551Beverly Hills, CA 90211

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