Minas A. Bekerejian
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Minas A Bekerejian, who also goes by Minas Agop Bekerejian, Minas Bekerejian, was a registered financial professional .
Minas is a previously registered financial professional and started their career in finance in 2015. Minas had worked at 7 firms and has passed the Series 66, Series 63, Series 7, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
October 9, 2025 - December 9, 2025
CREATIVE PLANNING
May 6, 2024 - October 9, 2025
WELLS FARGO CLEARING SERVICES, LLC
May 6, 2024 - October 9, 2025
WELLS FARGO CLEARING SERVICES, LLC
January 26, 2022 - March 18, 2024
CHARLES SCHWAB & CO., INC.
January 26, 2022 - March 18, 2024
CHARLES SCHWAB & CO., INC.
September 24, 2019 - October 14, 2022
TD AMERITRADE, INC.
September 24, 2019 - September 7, 2023
TD AMERITRADE INVESTMENT MANAGEMENT, LLC
September 24, 2019 - March 18, 2024
TD AMERITRADE, INC.
October 30, 2018 - September 3, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
October 26, 2018 - September 3, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
November 3, 2015 - March 23, 2016
MML INVESTORS SERVICES, LLC
Primary Firm SEC Registration
CREATIVE PLANNING
CRD#: 105348 / SEC#: 801-18564
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
CREATIVE PLANNING
CRD#: 105348 / SEC#: 801-18564
Contact information
SEC notice filing (53 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 269,686 |
| AUM (Assets Under Management) | $ 217,399,324,981 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 06/27/2025 | ||
| 09/19/2024 | ||
| 01/03/2024 | ||
| 01/18/2023 |
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.
