Michael K. Najarian

NAJARIAN FINANCIAL LLC

BRAINTREE, MA 02184

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CRD#: 6014094

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.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Michael Najarian | Mike Najarian

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-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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Kenneth Najarian'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 28, 2020 - Present

NAJARIAN FINANCIAL LLC

Office #1: 420 Washington Street Suite 401, Braintree, MA 02184

RIA

CRD#: 306339

BRAINTREE, MA

Past

April 16, 2013 - June 11, 2020

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RIA

CRD#: 134139

BRAINTREE, MA

Past

February 24, 2012 - June 11, 2020

CAMBRIDGE INVESTMENT RESEARCH, INC.

CRD#: 39543

BRAINTREE, MA

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

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

State Security Law Exam

IAR

Series 65

Date: 2/28/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 3/22/2012

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/23/2012

General Securities Representative Examination

Current Firm

NAJARIAN FINANCIAL LLC

NAJARIAN FINANCIAL | NAJARIAN FINANCIAL LLC

CRD#: 306339 / SEC#:

Massachusetts

Registered Investment Advisory firm - (1/28/2020 Approved)

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Contact information

Main Address

420 Washington Street Suite 401, Braintree, MA 02184

Mailing Address

Phone number

(617) 680-8169

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	205
AUM (Assets Under Management)	$ 42,225,622

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.

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Michael K. Najarian

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

NAJARIAN FINANCIAL LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

CAMBRIDGE INVESTMENT RESEARCH, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 2/28/2013

Series 63

Date: 3/22/2012

SIE

Date: 10/1/2018

Series 7

Date: 2/23/2012

Current Firm

NAJARIAN FINANCIAL LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

NAJARIAN FINANCIAL LLC

TRUST BUT VERIFY

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