Kirk Shahen Mekerdichian
Investment adviser representative at Lazari Capital Management, Inc.
11 yearsExperience
1 stateRegistered in
$691.1MFirm assets
8 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 assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Lazari Capital Management, Inc.Jan 2019 to now
- Kovack Securities, Inc.Jan 2020 to Dec 2021
- Iron Hill Wealth Management LLCNov 2019 to Dec 2021
- Equipment LabMar 2016 to May 2019
- StudentAug 2010 to May 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 1 state (CA).
Lazari Capital Management, Inc.
$691.1MAssets managed
968Clients
10Advisers
8 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
- 7222019
- Firm CRD
- 172932