Alex Chalekian has been Managing Member/CCO of Lake Avenue Financial since June 2021, is a control person of the firm and directly owns 75% or more of it.
Lake Avenue Financial LLC is a Pasadena, CA firm with $155M under management, 294 clients and 3 advisers across 4 offices, as of its March 2026 filing.
Alex Chalekian is Founder & CEO of Lake Avenue Financial. He started his practice in 1997. He has helped clients for over 25 years by educating them on building money habits and making financial decisions.
Alex Chalekian’s longest registration was 12 years at LPL Financial LLC (2003–2015). Before joining Lake Avenue Financial in 2021, Alex Chalekian was registered through Integrated Wealth Concepts LLC and Lake Avenue Financial, LLC.
- Lake Avenue Financial LLCCurrent– present · 5 yearsPasadena, CA · Adviser representative · Firm CRD 315746
- Integrated Wealth Concepts LLC– · 1 yearPasadena, CA · Adviser representative · Firm CRD 284656
- Lake Avenue Financial, LLC– · 4 yearsPasadena, CA · Adviser representative · Firm CRD 168946
- Lake Avenue Financial, LLC– · 1 yearPasadena, CA · Adviser representative · Firm CRD 168946
- LPL Financial LLC– · 12 yearsPasadena, CA · Adviser representative · Firm CRD 6413
- American Express Financial Advisors, Inc.– · 4 yearsGlendale, CA · Adviser representative · Firm CRD 6363
Investment adviser representative registrations
Alex Chalekian is registered as an investment adviser representative in Texas, as a resident of Texas, since January 2022.
- TexasResidentSince 3 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 24 | General Securities Principal Examination | 13 October 2003 |
| Series 65 | Uniform Investment Adviser Law Examination | 18 May 1999 |
| Series 7 | General Securities Representative Examination | 15 May 1999 |
| Series 63 | Uniform Securities Agent State Law Examination | 24 October 1997 |
| Series 6 | Investment Company Products/Variable Contracts Representative Examination | 13 October 1997 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Principal Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Company Products/Variable Contracts Representative Examination
- Full name
- Alex Bedo Chalekian
- CRD
- 2956935
- Firm
- Lake Avenue Financial · CRD 315746
- Role
- Managing Member/CCO
- Office
- 301 N LAKE AVE, SUITE 830, Pasadena, CA 91101
- Registration
- Investment adviser registration
- In the industry since
- January 1998
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- lakeave.com
Where does Alex Chalekian work?
Alex Chalekian has been Managing Member/CCO of Lake Avenue Financial LLC since June 2021, and is a control person of the firm.
Is Alex Chalekian a financial advisor?
Yes. Alex Chalekian has a current investment-adviser registration in Texas, through Lake Avenue Financial since August 2021.
How many years of experience does Alex Chalekian have?
Alex Chalekian has 28 years in the financial industry, since January 1998, across 5 adviser firms.
What exams has Alex Chalekian passed?
Alex Chalekian has passed 5 licensing exams: the Series 6, Series 63, Series 7, Series 65 and Series 24. The earliest, the Series 6, was passed in October 1997. FINRA credited Alex Chalekian with the SIE, which began in October 2018.
Where did Alex Chalekian work before Lake Avenue Financial?
Before Lake Avenue Financial, Alex Chalekian was registered through Lake Avenue Financial, LLC (CRD 168946), February 2016 to May 2020; Lake Avenue Financial, LLC (CRD 168946), March 2014 to December 2015; LPL Financial LLC, July 2003 to October 2015; American Express Financial Advisors, Inc., June 1999 to July 2003.
Where is Alex Chalekian based?
Alex Chalekian’s registered office is in Pasadena, CA.
Is Alex Chalekian registered with FINRA?
No. Alex Chalekian has no current broker registration.
How can I verify Alex Chalekian’s record?
Search CRD 2956935 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Alex Chalekian’s full registration record.