Carolin Alaverdian
Investment adviser representative at Windsor Capital Management, LLC
18 yearsExperience
3 statesRegistered in
$703.4MFirm assets
21 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
18 years in the industry.
- Balboa Real EstateFeb 2024 to now
- Windsor Capital Management, LLCNov 2008 to now
- Exp RealtyFeb 2021 to Feb 2024
- Markarian RealtyApr 2014 to Feb 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 3 states (CA, NV, UT).
Windsor Capital Management, LLC
$703.4MAssets managed
543Clients
6Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2981246
- Firm CRD
- 116593