user avatar

Hagop Karadanaian

Advisor at Lazari Capital Management, Inc.

Updated today

Location

Glendale, CA 91202

Credentials

Series 63, Series 65

Industry experience

20 years

About

Hagop Karadanaian is a financial advisor at Lazari Capital Management, Inc. with 20 years of industry experience. He previously worked at Western Alliance Bank, Vanderbilt Financial Group, Merrill, Primerica, City National Bank, and Citigroup. Karadanaian holds Series 63 and Series 65 credentials. Lazari Capital Management provides advisory services to individuals, trusts, high-net-worth clients, pension and profit-sharing plans, corporations, and an affiliated private investment fund. The firm offers discretionary portfolio management and financial planning across a wide range of asset classes and employs a proprietary quantitative investment process for its private fund.

Client services

Based on Lazari Capital Management, Inc.

Financial planning Portfolio management Pension consulting

Expertise

Based on Lazari Capital Management, Inc.

Active portfolio management Options & derivatives strategies Private / alternative investments Real estate investing Annuities

Occupation focus

Based on Lazari Capital Management, Inc.

Founder/Business Owner Executive

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Percentage

3.00% annually for portfolio management (general clients), 1.50% annually for the Fund

Commissions

Commissions may be earned on sale of securities/products by certain representatives, but commissions are not primary source of income.

Project-based

$500 per hour for financial planning and estate planning services

Performance-based

Performance fees generally between 5% to 10% for individual clients (negotiable and with High Watermark); 15% performance fee for Fund after 9% hurdle

Other

Account minimum: $250,000

Location

300 West Glenoaks Boulevard, Suite 202

Glendale, CA 91202

Most active in

California

Work history

Western Alliance Bank

2026 - Present (1 year)

Lazari Capital Management

2025 - Present (1 year)

Vanderbilt Financial Group

2024 - 2025 (1 year)

Unemployed

2023 - 2024 (1 year)

Mindful Recovery Center

2021 - 2023 (2 years)

Merrill

2021 - 2021 (1 year)

Primerica Financial services

2020 - 2021 (1 year)

Primerica Advisors

2020 - 2021 (1 year)

CIty National Bank

2018 - 2021 (3 years)

CITIGROUP

2011 - 2018 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Joo Hong K

Series 63, Series 65

Los Angeles, CA

Solomon Investment Consulting, Inc.

Joo Hong Kim is a financial advisor at Solomon Investment Consulting, Inc. in Los Angeles, CA, with 25 years of industry experience. He has held roles at the Asian Pacific American Dispute Resolution Center and the Pacific Business Exchange Golf Club. Kim holds Series 63 and Series 65 licenses. Solomon Investment Consulting is a fee-only, single-advisor registered investment adviser serving individuals, high-net-worth clients, and businesses. The firm manages approximately $27.8 million across about ten client relationships, offering discretionary and non-discretionary portfolio management and financial planning based on valuation and fundamental analysis, with a performance-based fee option available to qualified clients.

Active portfolio management
user avatar

Dominic W

Series 65

Los Angeles, CA

MDW Capital Management Corp.

Dominic Waechter is a financial advisor at MDW Capital Management Corp. in Los Angeles, holding a Series 65 designation with three years of industry experience. He has worked at Hammelman Capital Management LLC and currently maintains roles in accounting at DLD Accountancy, LLP, and in real estate brokerage and property management. In addition to his advisory work, Waechter is a licensed life insurance agent. MDW Capital Management Corp serves individual and high-net-worth clients through a single-advisor practice that oversees approximately $12.5 million in assets. The firm employs a referral and oversight model, matching clients with third-party discretionary managers and monitoring those externally managed portfolios without directly trading client accounts.

Wealth management
user avatar

Joseph L

Series 65

Santa Monica, CA

Joseph C. Longo, Attorney At Law

Joseph Longo is a financial advisor based in Santa Monica, CA, operating under the independent firm Joseph C. Longo, Attorney At Law. He holds a Series 65 designation and has 14 years of experience in the financial industry. In addition to providing investment advisory services, he is an attorney specializing in sports, tax, litigation, and estate planning, with over 20 years in legal practice. The firm offers investment advisory services to individual clients through a referral relationship with a broker-dealer, focusing on customized asset allocation recommendations without exercising discretionary management. Day-to-day portfolio decisions and trade execution are handled by the broker-dealer, while Joseph Longo consults with clients on strategy and restrictions.

Attorney
user avatar

Ryan M

CFP®, Series 66

Pasadena, CA

Derive Wealth

Ryan Miyamoto is a CFP® professional with 20 years of industry experience. He is the principal advisor at Derive Wealth, where he has worked since 2016. Prior to this, he was with USAA Financial Advisors Inc. for six years and StashClass LLC for two years. Derive Wealth provides comprehensive financial planning and portfolio management services to individuals, families, high-net-worth clients, and small businesses. The firm employs a Core + Satellite investment approach using low-cost indexed funds combined with targeted sector or passive satellite holdings and offers a fixed advisory fee model without transaction commissions or performance-based fees.

Cash flow / budgeting Debt management College savings (529s, UTMA, etc.) General retirement planning
user avatar

Richard C

Series 65

Monrovia, CA

Diversified Financial Management Group, LLC

Richard Cornfield is a financial advisor with Diversified Financial Management Group, LLC, holding a Series 65 designation and 14 years of industry experience. He has worked at Diversified Financial Management Group since 2010. In addition to his advisory role, he is involved in the sale of insurance company products. Diversified Financial Management Group is an independent registered investment adviser serving a broad clientele, including high-net-worth individuals, business owners, and clients nearing or in retirement. The firm recommends third-party portfolio managers and emphasizes asset-allocation strategies focused on capital preservation, while integrating financial planning and offering insurance and planning solutions such as life insurance, annuities, and life settlements.

Annuities General estate planning guidance College savings (529s, UTMA, etc.) Retirement income strategy Long-term care insurance
user avatar

Robert T

Series 65

Los Angeles, CA

R.H. Dinel Investment Counsel,Inc.

Robert Terrell is a financial advisor at R.H. Dinel Investment Counsel, Inc. He holds a Series 65 designation and has been in the industry since 2022, with prior experience at Karlin Asset Management from 2008 to 2025. R.H. Dinel Investment Counsel, Inc. provides customized, discretionary investment management and consultative services to individuals, retirement accounts, trusts, pensions, and foundations. The firm emphasizes in-depth research on individual stocks, prefers long holding periods with growth companies, and tailors portfolios to client needs, managing approximately $169 million in assets with a small, concentrated client roster.

Active portfolio management Wealth management
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")