SB
Stephen Bedikian
HALBERT HARGROVE
Los Angeles, CA
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CRD#: 7806480
SB
Professional summary
Stephen Bedikian is a registered financial advisor currently at HALBERT HARGROVE located in Los Angeles, California.
Stephen is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Stephen has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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. 100% OWNER, 1425 S BURNSIDE AVE HELD THROUGH JOHNSON-BEDIKIAN FAMILY TRUST, 1425 S BURNSIDE AVE, LOS ANGELES, , CALIFORNIA, 90019, UNITED STATES OF AMERICA, INVESTMENT PROPERTY, START DATE: 12/18/2023, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, INVESTMENT RELATED. 2. HOLDS REAL ESTATE LICENSE, 353 N BRONSON AVE, LOS ANGELES, , CALIFORNIA, 90004, UNITED STATES OF AMERICA, REAL ESTATE LICENSE ONLY, START DATE: 1/25/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, I HOLD A CALIFORNIA REAL ESTATE BROKERS LICENSE; INVESTMENT-RELATED 3. INVESTMENT COMMITTEE, ST. JAMES EPISCOPAL CHURCH, 3903 WILSHIRE BLVD., LOS ANGELES, , CALIFORNIA, 90010, UNITED STATES OF AMERICA, FIDUCIARY CAPACITY, START DATE: 03/25/2024, HOURS PER MONTH: 0-5, HOURS DURING SECURITIES TRADING HOURS: 0-5, I'VE BEEN ASKED TO SERVE ON THE INVESTMENT COMMITTEE FOR MY CHURCH'S ENDOWMENT. non investment related.
CRS (Client Relationship Summary) - RIA
Click below to view Stephen Bedikian'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
February 3, 2025 - Present
HALBERT HARGROVE
Office #2: 111 West Ocean Boulevard 23rd Floor, Long Beach, CA 90802-7908RIA
CRD#: 105515
Los Angeles, CA
Past
November 8, 2023 - August 7, 2024
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
WOODLAND HLS, 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".
HALBERT HARGROVE
FUTURE-WISE | HALBERT, HARGROVE/RUSSELL LLC | HALBERT HARGROVE RUSSELL LLC | HALBERT HARGROVE GLOBAL ADVISORS, LLC | HALBERT HARGROVE
CRD#: 105515 / SEC#: 801-33048
RIA
Registered Investment Advisory firm - (10/13/1988 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(2/3/2025)
IAR
Texas(2/3/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 6TO
Date: 11/7/2023
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
Current Firm
HALBERT HARGROVE
FUTURE-WISE | HALBERT, HARGROVE/RUSSELL LLC | HALBERT HARGROVE RUSSELL LLC | HALBERT HARGROVE GLOBAL ADVISORS, LLC | HALBERT HARGROVE
CRD#: 105515 / SEC#: 801-33048
RIA
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Contact information
Main Address
111 West Ocean Boulevard 23rd Floor, Long Beach, CA 90802-7908
Mailing Address
P.o. Box 1070, Long Beach, CA 90801-9931
Phone number
(562) 435-5657
Established
Firm type
Fiscal year end
# of Employees
52
SEC notice filing (31 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 4,671 |
| AUM (Assets Under Management) | $ 3,516,418,609 |
Red Flags
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