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Michael Kenneth Najarian

NAJARIAN FINANCIAL
BRAINTREE, MA
·CRD# 6014094·14 years experience

Professional Summary

Michael Kenneth Najarian, who also goes by Michael Najarian, Mike Najarian, is a registered financial advisor currently at NAJARIAN FINANCIAL LLC located in Braintree, Massachusetts. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Michael has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Michael Najarian, Mike Najarian

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Contact Information

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

14 years in the financial services industry

Current & Past Employments

NAJARIAN FINANCIAL LLC·CRD# 306339
RIA
420 Washington Street Suite 401, Braintree, MA 02184
January 28, 2020 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.·CRD# 134139
RIA
Braintree, MA
April 16, 2013 - June 11, 2020
CAMBRIDGE INVESTMENT RESEARCH, INC.·CRD# 39543
BD
Braintree, MA
February 24, 2012 - June 11, 2020

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Current Firm

NF
NAJARIAN FINANCIAL LLC

NAJARIAN FINANCIAL | NAJARIAN FINANCIAL LLC

CRD#: 306339
Massachusetts
Registered Investment Advisory firm - Massachusetts (1/28/2020 Approved)

Contact Information

Main Address

420 Washington Street Suite 401, Braintree, MA 02184

Phone Number

(617) 680-8169

# of Employees

1

Documents

Latest Form ADV

Regulatory Assets Under Management

Total Number of Accounts

199

AUM (Assets Under Management)

$48,376,686

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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-NAJARIAN FINANCIAL, 420 WASHINGTON ST, STE 401, BRAINTREE, MA, 8/2012 AS LICENSED INDEPENDENT LIFE INSURANCE AGENT. INV REL - 5 HR/MO - 3/TRADING. 2-THE WAVES, 51 WASHINGTON ST, DUXBURY, MA, 12/2015, AS MUSICIAN. NIR - 12/MO - 0/TRADING. 3.CPA, 420 WASHINGTON ST, STE 401, BRAINTREE, MA, 10/2017 PROVIDING GENERAL ACCOUNTING SERVICES AND TAX PREPARATION. NIR - 15/MO - 1/TRADING. 4.Administrative, Investor Relations; Crowd Lending Inc.; Investment Related: Yes; Location:300 A Street, Suite 101 Boston, MA 02210; Description of the business: Crowd Lending lends capital in the real estate space and offers Reg D Funds to investors to facilitate the loans.; Responsibilities Duties: To review and consult on investor materials and procedures, as well as be a resource to current and potential investors.; Start date with business: 2020-08-15; Hours devoted to business during trading hours: 10; Hours devoted to business outside trading hours: 15; Percentage of total yearly compensation expected to be derived from the business: 20.

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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.
IAR
Massachusetts
(1/28/2020)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Feb 2013About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2012About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Feb 2012About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Michael Kenneth Najarian's CRS (Customer Relationship Summary).

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