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RD

Razmig K. Der-tavitian

SLK PRIVATE WEALTH MANAGEMENT
LOS ANGELES, CA 90024
Some features on this profile are disabled
CRD#: 7493819
RD

Professional summary


Razmig Kevork Der-tavitian, who also goes by Razmig Der-tavitian, is a registered financial advisor currently at SLK PRIVATE WEALTH MANAGEMENT, LLC located in Los Angeles, California.

Razmig is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Razmig has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Razmig Der-Tavitian

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) SLK Private Wealth Management, LLC; Investment-related; Same address; Licensed insurance agent; Insurance sales and implementation of insurance recommendations; Approx. 10% of time during the month. 2) Western Diocese Endowment Fund; Investment-related; 3325 N Glenoaks Blvd, Burbank, CA 91504; Board member; Member of investment committee for endowment fund for the Western Diocese Armenian Church; Start date: 04/2022; Less than 5% of time during the month. 3) Hovsepian School; Not investment-related; 2215 E Colorado Blvd, Pasadena, CA 91107; Board member; Member of the board for an educational organization; Start date: 09/2021; Less than 5% of time during the month. 4) Urartu Capital, LLC; Investment-related; Same address; Managing member; Managing member of holding company with ownership interest in SLK Private Wealth Management, LLC; Start date: 09/2023; Less than 5% of time during the month. 5) Mr. Der-Tavitian serves as an investment advisor representative with SLK Private Wealth Management, LLC since 1/2025 and as an investment advisor representative and registered representative with Sanctuary Advisors, LLC and Sanctuary Securities, LLC since 09/2022. This dual transition is strictly for transitional purposes only. 6) SLK PRIVATE WEALTH MANAGEMENT, LLC POSITION: CIO NATURE: RIA INVESTMENT RELATED: Yes NUMBER OF HOURS: 150 SECURITIES TRADING HOURS: 120 START DATE: 1/16/2025 ADDRESS: 10877 Wilshire Blvd., Los Angeles CA 90024, United States DESCRIPTION: Chief Investment Officer

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Razmig Kevork Der-tavitian'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

January 21, 2025 - Present

SLK PRIVATE WEALTH MANAGEMENT, LLC

Office #1: 10877 Wilshire Boulevard Suite 1406, Los Angeles, CA 90024
RIA
CRD#: 333932
LOS ANGELES, CA
Past

September 14, 2022 - April 2, 2025

SANCTUARY ADVISORS, LLC

RIA
CRD#: 226606
LOS ANGELES, CA
Past

September 14, 2022 - April 2, 2025

SANCTUARY SECURITIES, INC.

BD
CRD#: 205
LOS ANGELES, CA
Past

March 4, 2022 - September 20, 2022

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
LOS ANGELES, CA
Past

February 21, 2022 - September 20, 2022

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
LOS ANGELES, 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".
SP
SLK PRIVATE WEALTH MANAGEMENT, LLC
SLK PRIVATE WEALTH MANAGEMENT, LLC | SLK PRIVATE WEALTH, LLC

CRD#: 333932 / SEC#: 801-131749

RIA
Registered Investment Advisory firm - (1/2/2025 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
(1/21/2025)
IAR
Texas
(1/24/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 3/4/2022
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/21/2022
General Securities Representative Examination
General Industry/Product Exam

Current Firm


SP
SLK PRIVATE WEALTH MANAGEMENT, LLC
SLK PRIVATE WEALTH MANAGEMENT, LLC | SLK PRIVATE WEALTH, LLC

CRD#: 333932 / SEC#: 801-131749

RIA
Registered Investment Advisory firm - (1/2/2025 Approved)
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Contact information


Main Address
10877 Wilshire Boulevard Suite 1406, Los Angeles, CA 90024
Mailing Address
Phone number
(424) 500-4613
Established
Firm type
Fiscal year end
# of Employees
16

SEC notice filing (16 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

SLK PRIVATE WEALTH PARTNERS, LLC DISCLOSURE BROCHURE (9/22/2025)

Regulatory assets under management


Total Number of Accounts2,893
AUM (Assets Under Management)$ 1,646,202,798

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


SLK PRIVATE WEALTH MANAGEMENT, LLC

CRD#: 333932Los Angeles, CA 90024

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