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
CV

Chris V. Varjabedian

LAKE AVENUE FINANCIAL LLC
Woodland Hills, CA 91367
Some features on this profile are disabled
CRD#: 5617262
CV

Professional summary

Chris V Varjabedian is a registered financial advisor currently at LAKE AVENUE FINANCIAL LLC located in Woodland Hills, California.

Chris is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Chris has worked at 1 firm .

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.
~1) VAR Accounting Group; Not investment-related; Woodland Hills, CA; Nature: Accounting; Title: President & CEO; Position: Accountant; Start: 02/2018; Approximately 155 hours/month devoted to this business with 155 hours/month devoted during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Chris V Varjabedian's CRS (Customer Relationship Summary).
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

April 4, 2025 - Present

LAKE AVENUE FINANCIAL LLC

Office #1: 21550 W Oxnard Street Fl 3, Woodland Hills, CA 91367
RIA
CRD#: 315746
Woodland Hills, CA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LA
LAKE AVENUE FINANCIAL LLC
FIRST TEAM ADVISORS | WEALTHTECH PARTNERS LLC | SIKMA SOUND FINANCIAL | LAKE AVENUE FINANCIAL LLC | LAKE AVENUE FINANCIAL | HIGHER IMPACT FINANCIAL

CRD#: 315746 / SEC#: 801-122031

RIA
Registered Investment Advisory firm - (8/6/2021 Approved)

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
(4/4/2025)

Exams

Current Firm

LA
LAKE AVENUE FINANCIAL LLC
FIRST TEAM ADVISORS | WEALTHTECH PARTNERS LLC | SIKMA SOUND FINANCIAL | LAKE AVENUE FINANCIAL LLC | LAKE AVENUE FINANCIAL | HIGHER IMPACT FINANCIAL

CRD#: 315746 / SEC#: 801-122031

RIA
Registered Investment Advisory firm - (8/6/2021 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
301 N Lake Ave Suite 830, Pasadena, CA 91101
Mailing Address
Phone number
(626) 689-2012
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (5 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

WEALTHTECH LLC ADV PART 2A AND APPENDIX 1 BROCHURE (7/15/2025)

Regulatory assets under management

Total Number of Accounts700
AUM (Assets Under Management)$ 137,894,580

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

LAKE AVENUE FINANCIAL LLC

CRD#: 315746Woodland Hills, CA 91367

TRUST BUT VERIFY

Monitor Chris Varjabedian

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

Similar Advisors

John Tanner Powell
John PowellAdvisorCheck Check Mark
EQUITABLE ADVISORS, LLC
IAR
RR
Los Angeles, CA
Danielle Purcell Barrios
Danielle BarriosAdvisorCheck Check Mark
MORGAN STANLEY
IAR
RR
Beverly Hills, CA
Natalia Carolina Avila
Natalia AvilaAdvisorCheck Check Mark
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
IAR
RR
SANTA CLARITA, 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.