AB
Alex Boghossian
ADVISORY DIALECTICS
Agoura Hills, CA
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CRD#: 7817461
AB
Professional summary
Alex Boghossian is a registered financial advisor currently at ADVISORY DIALECTICS located in Agoura Hills, California.
Alex is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Alex has worked at 1 firm and has passed the Series 65 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.
- I (Alex Boghossian, the principal owner of Advisory Dialectics, Inc.) am also licensed 'Insurance Producer' in the state of California, but I do not work for any insurance company or agency and I do not currently provide any services involving insurance products. I received my license October 2023 and it expires October 2025. - 301 AD Corporation: this business is not investment-related; this business is a non-profit 501(c)3 organization that is exclusively charitable and is recognized as tax exempt. - Zema Group: this business is not investment-related; the address of Zema Group is 505 N Brand Blvd Suite 1525, Glendale, CA 91203; the nature of this business is to provide software development services to start ups via building web and mobile applications; my position is Senior Technical Manager; the CEO/Founder of Zema Group is also my father, Zarik Boghossian; I started supporting my father's business by working as Senior Technical Manager in January 2024 and I presently work there; I contribute approximately 80 hours/month to Zema Group; I do not devote any hours to Zema Group during securities trading hours, because my duties consist of managing overseas software developers and UI/UX design teams based in Armenia which is 11 hours ahead of California. For this reason, I take care of my duties while it's morning time for them in Armenia, which is anywhere between 7pm - 12am PST for me. - EmpoweredByStretch LLC: this business is not investment-related; the address of this business is 10789 Redmont Ave, Tujunga, CA 91042; the nature of this business is to provide health & wellness services to female athletes competing in aesthetic sports like Rhythmic Gymnastics, Ballet, Ice Skating, and Tennis; my position is Operations Manager; the CEO/Founder of EmpoweredByStretch LLC is also my Fiance, Erica Der Mesropian; I started supporting my fiance's business by working as Operations Manager in August 2024 and I presently work there; I contribute approximately 20 hours/month to this business; I do not devote any number of hours to this business during securities trading hours; my duties at this business consist of frequently meeting with the Founder to discuss how to market & scale the business via new product/service offerings & sales strategies.
CRS (Client Relationship Summary) - RIA
Click below to view Alex Boghossian'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
October 11, 2024 - Present
ADVISORY DIALECTICS
RIA
CRD#: 332273
Agoura Hills, CA
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(10/11/2024)
Exams
State Security Law Exam
General Industry/Product Exam
Current Firm
AD
ADVISORY DIALECTICS
ADVISORY DIALECTICS | ADVISORY DIALECTICS, INC.
CRD#: 332273 / SEC#:
California
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Contact information
Main Address
Agoura Hills, CA
Mailing Address
Phone number
(818) 726-1650
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
