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Michael Lazari Karapetian

Lazari Capital Management, Inc.

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About Michael Lazari Karapetian

Michael Lazari Karapetian is an investment advisor representative with Lazari Capital Management, Inc. in Woodland Hills, California. Michael Lazari Karapetian has been in the industry since 1997 and has a strong track record of success in providing financial planning and investment management services to individuals, families, and small businesses. Michael Lazari Karapetian has experience with a range of investment strategies and is committed to providing personalized and customized financial solutions. Lazari Capital Management, Inc. specializes in providing fee-based money management services, and they are committed to helping their clients achieve their financial goals.

Firm Information

Michael Karapetian is currently registered with Lazari Capital Management, Inc.. Lazari Capital Management, Inc. is a registered investment advisor located in Woodland Hills, California. The firm provides financial planning, pension consulting, and portfolio management services to individuals, corporations, and pension and profit-sharing plans. Lazari Capital Management has approximately $471 million in regulatory assets under management.
Lazari Capital Management, Inc.

6928 OWENSMOUTH AVE.

WOODLAND HILLS, CA 91303

$471.15M

Assets Under Management

Not reported

Total Clients

10

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Michael Karapetian’s Registration & Firm History

CA

03/23/2017 - Present

Lazari Capital Management, Inc. (WOODLAND HILLS CA)

CA

09/26/2008 - 12/01/2021

KOVACK SECURITIES INC. (WOODLAND HILLS CA)

CA

06/27/2007 - 09/26/2008

MORGAN PEABODY, INC. (WOODLAND HILLS CA)

CA

11/03/2003 - 06/22/2007

BROOKSTREET SECURITIES CORPORATION (WOODLAND HILLS CA)

MA

02/13/2001 - 11/04/2003

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

CA

06/15/2000 - 02/12/2001

WELLS FARGO SECURITIES INC. (SAN FRANCISCO CA)

CA

08/30/1999 - 06/01/2000

WM FINANCIAL SERVICES, INC. (IRVINE CA)

PA

10/21/1998 - 07/02/1999

SUMMIT FINANCIAL SERVICES GROUP, INC. (BETHLEHEM PA)

TX

11/11/1997 - 10/21/1998

FISERV INVESTOR SERVICES, INC. (HOUSTON TX)

MA

07/28/1997 - 10/17/1997

METLIFE SECURITIES INC. (SPRINGFIELD MA)

NY

07/28/1997 - 10/17/1997

METROPOLITAN LIFE INSURANCE COMPANY (NEW YORK NY)

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Licenses & Designations

IA

Issued 10/02/2000

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/15/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/03/2022

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/1998

Series 7 - General Securities Representative Examination

BC

Issued 07/25/1997

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Lazari Karapetian.
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