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SD

Shahen S. Derderian

DERDERIAN WEALTH MANAGEMENT
Los Angeles, CA 90024
Some features on this profile are disabled
CRD#: 5400636
SD

Professional summary

Shahen Sarkis Derderian is a registered financial advisor currently at DERDERIAN WEALTH MANAGEMENT, LLC located in Los Angeles, California.

Shahen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Shahen has worked at 1 firm and has passed the Series 65 and Series 66 exams.

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Shahen Sarkis Derderian'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

January 29, 2024 - Present

DERDERIAN WEALTH MANAGEMENT, LLC

Office #1: 10940 Wilshire Blvd. #1600, Los Angeles, CA 90024
RIA
CRD#: 154025
Los Angeles, CA
Past

January 26, 2015 - December 31, 2023

DERDERIAN WEALTH MANAGEMENT, LLC

RIA
CRD#: 154025
LOS ANGELES, CA
Past

October 28, 2010 - December 31, 2014

DERDERIAN WEALTH MANAGEMENT, LLC

RIA
CRD#: 154025
LOS ANGELES, 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
(1/29/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/25/2010
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 4/3/2010
Uniform Combined State Law Examination

Current Firm

DW
DERDERIAN WEALTH MANAGEMENT, LLC
DERDERIAN WEALTH MANAGEMENT, LLC

CRD#: 154025 / SEC#:

California
Registered Investment Advisory firm - (1/23/2024 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
10940 Wilshire Blvd. #1600, Los Angeles, CA 90024
Mailing Address
Phone number
(310) 443-4152
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

DERDERIAN WEALTH MANAGEMENT, LLC

CRD#: 154025Los Angeles, CA 90024

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