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AL

Alexander A. Lashkari

SIGNATURE RESOURCES CAPITAL MANAGEMENT
Newport Beach, CA 92660
Some features on this profile are disabled
CRD#: 7864229
AL

Professional summary


Alexander Aarian Lashkari, who also goes by Alex Lashkari, Alexander Lashkari, is a registered financial advisor currently at SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC located in Newport Beach, California.

Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Alexander has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Alex Lashkari | Alexander Lashkari

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.
Alexander Lashkari; Investment-related; Private residence in Costa Mesa, CA; Insurance; License Insurance Agent; Start date: 01/29/2021; 0 hours/month; 0 hours/month during securities trading hours; Insurance sales. Lashkari Wealth Management, LLC; Not investment-related; 3200 Park Center Drive, Suite 320, Costa Mesa, CA 92626; Owner of LLC used for Pass through compensation; Owner Start Date: 02/01/2025; 240 hours/month; 200 hours/month during trading; Operated an LLC used for pass through compensation.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Alexander Aarian Lashkari'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

November 12, 2025 - Present

SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC

Office #1: 120 Newport Center Dr Suite 100, Newport Beach, CA 92660
RIA
CRD#: 144069
Newport Beach, CA
Past

July 25, 2024 - November 4, 2025

MML INVESTORS SERVICES, LLC

RIA
CRD#: 10409
Costa Mesa, CA
Past

June 10, 2024 - November 4, 2025

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
Costa Mesa, 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".
SR
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC
EDGE WEALTH STRATEGIES LLC | STATERA ASSET MANAGEMENT | SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC

CRD#: 144069 / SEC#: 801-67988

RIA
Registered Investment Advisory firm - (6/8/2007 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
(11/12/2025)
IAR
Texas
(11/12/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/1/2024
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 6/10/2024
General Securities Representative Examination
General Industry/Product Exam

Current Firm


SR
SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC
EDGE WEALTH STRATEGIES LLC | STATERA ASSET MANAGEMENT | SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC

CRD#: 144069 / SEC#: 801-67988

RIA
Registered Investment Advisory firm - (6/8/2007 Approved)
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Contact information


Main Address
120 Newport Center Dr Suite 100, Newport Beach, CA 92660
Mailing Address
Phone number
(949) 261-7726
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (7 States and Territories)


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Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2025-03-25 SIGNATURE RESOURCES CAPITAL MANAGEMENT FORM ADV PART 2A (3/28/2025)

Regulatory assets under management


Total Number of Accounts807
AUM (Assets Under Management)$ 227,563,327

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


SIGNATURE RESOURCES CAPITAL MANAGEMENT, LLC

CRD#: 144069Newport Beach, CA 92660

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