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KK

Karo Kochounian

ELEVATE CAPITAL MANAGEMENT, L.L.C.
San Francisco, CA 94111
Some features on this profile are disabled
CRD#: 5589714
KK

Professional summary

Karo Kochounian, who also goes by Garo Kochounian, is a registered financial advisor currently at ELEVATE CAPITAL MANAGEMENT, L.L.C. located in San Francisco, California.

Karo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Karo has worked at 2 firms and has passed the Series 65, Series 63 and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Garo Kochounian

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.
LES AMIS SALON ET SPA; OWNER; INVESTMENT RELATED: NO; 113 DE ANZA BLVD SAN MATEO CA 94402 USA; LES AMIS IS A HAIR SALON LOCATED IN SAN MATEO, CA.; OWNER; 2011-06-16; HOURS PER MONTH DEVOTED TO BUSINESS DURING TRADING HOURS: 0;HOURS PER MONTH DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 10;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 25;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Karo Kochounian'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

September 26, 2019 - Present

ELEVATE CAPITAL MANAGEMENT, L.L.C.

Office #1: One Embarcadero Center Suite 400, San Francisco, CA 94111
RIA
CRD#: 301992
San Francisco, CA
Past

June 11, 2009 - December 3, 2012

OPPENHEIMER & CO. INC.

BD
CRD#: 249
SAN FRANCISCO, 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
(9/26/2019)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/26/2019
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/10/2010
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 6/9/2009
General Securities Representative Examination

Current Firm

EC
ELEVATE CAPITAL MANAGEMENT, L.L.C.
ELEVATE CAPITAL MANAGEMENT, L.L.C.

CRD#: 301992 / SEC#:

California
Registered Investment Advisory firm - (6/18/2019 Approved)
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Contact information

Main Address
One Embarcadero Center Suite 400, San Francisco, CA 94111
Mailing Address
Phone number
(415) 669-4477
Established
Firm type
Fiscal year end
# of Employees
3

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts71
AUM (Assets Under Management)$ 34,657,275

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

ELEVATE CAPITAL MANAGEMENT, L.L.C.

CRD#: 301992San Francisco, CA 94111

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