Stephen Bedikian
Investment adviser representative at Halbert Hargrove
14 yearsExperience
2 statesRegistered in
$4.2BFirm assets
37 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 fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
14 years in the industry.
- Halbert HargroveOct 2024 to now
- Northwestern Mutual Wealth Management CompanyDec 2023 to Aug 2024
- Northwestern Mutual Investment Services LLCSep 2023 to Aug 2024
- Northwestern Mutual Life Insurance CompanySep 2023 to Aug 2024
- Beachwood Property LLCApr 2020 to Sep 2023
- Goldstar EventsMar 2012 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Halbert Hargrove
Legal name: Halbert Hargrove Global Advisors, LLC
$4.2BAssets managed
1,518Clients
43Advisers
37 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
- 7806480
- Firm CRD
- 105515