AU
Aram Urfalyan
ACRYLIC FINANCIAL
Glendale, CA
Some features on this profile are disabled
CRD#: 6470898
AU
Professional summary
Aram Urfalyan, who also goes by Tony Urfalyan, is a registered financial advisor currently at ACRYLIC FINANCIAL, INC. located in Glendale, California.
Aram is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Aram has worked at 6 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tony Urfalyan
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.
LIONS PARTNERS INSURANCE AGENCY; Investment Related; Glendale, CA; Insurance; Insurance Specialist; Start Date 03/2023; 20 hours per month with 5 hours per month occurring during trading hours; Provide non-variable life insurance and health insurance to consumers. >> ARAM URFALYAN (NOTARY); Non-Investment Related; Glendale, CA; Other; Notary; Start Date 04/2015; 1 hour per month with that 1 hour per month occurring during trading hours; Provide notary services. >> REALTOR; Non-Investment Related; Burbank, CA; Real Estate; Realtor; Start Date 06/2023; 10 hours per month with some hours per month occurring during trading hours; Facilitating buying and selling of real estate transactions. >> PAPER TYCOON INC; Non-Investment Related; Van Nuys, CA; Other; CEO; Start Date 08/2021; 4 hours per month with no hours during trading hours; Administrative duties. >> URFALYAN FINANCIAL & INSURANCE SOLUTIONS INC; Investment Related; Van Nuys, CA 91405; Other; President/CEO/Registered Agent; Start Date 11/2017; 1 hour per month with no hours per month during trading hours; Established for business tax purposes.
CRS (Client Relationship Summary) - RIA
Click below to view Aram Urfalyan'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®
NoneExperience
Current
March 20, 2024 - Present
ACRYLIC FINANCIAL, INC.
RIA
CRD#: 288263
Glendale, CA
Past
March 13, 2024 - June 20, 2025
BROOKLIGHT PLACE SECURITIES, INC.
BD
CRD#: 15764
FOUNTAIN HILLS, AZ
Past
March 16, 2023 - March 4, 2024
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
RIA
CRD#: 15708
Glendale, CA
Past
March 15, 2023 - March 4, 2024
CONCOURSE FINANCIAL GROUP SECURITIES, INC.
BD
CRD#: 15708
Glendale, CA
Past
February 12, 2018 - March 24, 2023
PRUCO SECURITIES, LLC.
RIA
CRD#: 5685
SHERMAN OAKS, CA
Past
January 12, 2018 - March 24, 2023
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
SHERMAN OAKS, CA
Past
May 8, 2017 - January 2, 2018
WESTERN INTERNATIONAL SECURITIES, INC.
RIA
CRD#: 39262
WESTLAKE VILLAGE, CA
Past
March 8, 2017 - January 2, 2018
WESTERN INTERNATIONAL SECURITIES, INC.
BD
CRD#: 39262
WESTLAKE VILLAGE, CA
Past
April 28, 2015 - March 14, 2017
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
SIMI VALLEY, 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".
AF
ACRYLIC FINANCIAL, INC.
ACRYLIC FINANCIAL, INC. | CORNERSTONE FINANCIAL GROUP | BROKERS ALLIANCE INVESTMENTS, INC.
CRD#: 288263 / SEC#: 801-123623
RIA
Registered Investment Advisory firm - (4/6/2022 Approved)Arizona
Registered Investment Advisory firm - (4/14/2022 Terminated)California
Registered Investment Advisory firm - (5/14/2022 Terminated)Colorado
Registered Investment Advisory firm - (4/15/2022 Terminated)Florida
Registered Investment Advisory firm - (4/14/2022 Terminated)Illinois
Registered Investment Advisory firm - (4/14/2022 Terminated)Kansas
Registered Investment Advisory firm - (4/14/2022 Terminated)Maryland
Registered Investment Advisory firm - (4/21/2022 Terminated)Massachusetts
Registered Investment Advisory firm - (4/14/2022 Terminated)Michigan
Registered Investment Advisory firm - (4/20/2022 Terminated)Nebraska
Registered Investment Advisory firm - (4/14/2022 Terminated)North Dakota
Registered Investment Advisory firm - (4/14/2022 Terminated)Oklahoma
Registered Investment Advisory firm - (4/14/2022 Terminated)Texas
Registered Investment Advisory firm - (4/14/2022 Terminated)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(3/20/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
AF
ACRYLIC FINANCIAL, INC.
ACRYLIC FINANCIAL, INC. | CORNERSTONE FINANCIAL GROUP | BROKERS ALLIANCE INVESTMENTS, INC.
CRD#: 288263 / SEC#: 801-123623
RIA
Registered Investment Advisory firm - (4/6/2022 Approved)Arizona
Registered Investment Advisory firm - (4/14/2022 Terminated)California
Registered Investment Advisory firm - (5/14/2022 Terminated)Colorado
Registered Investment Advisory firm - (4/15/2022 Terminated)Florida
Registered Investment Advisory firm - (4/14/2022 Terminated)Illinois
Registered Investment Advisory firm - (4/14/2022 Terminated)Kansas
Registered Investment Advisory firm - (4/14/2022 Terminated)Maryland
Registered Investment Advisory firm - (4/21/2022 Terminated)Massachusetts
Registered Investment Advisory firm - (4/14/2022 Terminated)Michigan
Registered Investment Advisory firm - (4/20/2022 Terminated)Nebraska
Registered Investment Advisory firm - (4/14/2022 Terminated)North Dakota
Registered Investment Advisory firm - (4/14/2022 Terminated)Oklahoma
Registered Investment Advisory firm - (4/14/2022 Terminated)Texas
Registered Investment Advisory firm - (4/14/2022 Terminated)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
16930 East Palisades Blvd. Suite 100-c, Fountain Hills, AZ 85268
Mailing Address
Phone number
(833) 422-7954
Established
Firm type
Fiscal year end
# of Employees
24
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 298 |
| AUM (Assets Under Management) | $ 58,442,331 |
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.
