Michael Lambrakis has been an investment adviser representative at Ares Financial Consulting since October 2024, and is not listed among the firm’s executive officers or direct owners.
Ares Financial Consulting LLC is a Calabasas, CA firm with $244M under management, 289 clients and 3 advisers across 3 offices, as of its August 2026 filing.
Michael Lambrakis’ longest registration was 5 years at Adviceperiod, LLC (2016–2022). Before joining Ares Financial Consulting in 2024, Michael Lambrakis was registered through Mariner Independent and Adviceperiod, LLC.
- – present · 2 yearsTustin, CA · Adviser representative · Firm CRD 282852
- Mariner Independent– · 2 yearsTustin, CA · Adviser representative · Firm CRD 305418
- Adviceperiod, LLC– · 5 yearsTustin, CA · Adviser representative · Firm CRD 169828
- Beacon Pointe Advisors, LLC– · 2 yearsNewport Beach, CA · Adviser representative · Firm CRD 119290
- Wells Fargo Advisors, LLC– · 2 yearsLong Beach, CA · Adviser representative · Firm CRD 19616
Investment adviser representative registrations
Michael Lambrakis is registered as an investment adviser representative in 2 states. Each was approved in October 2024.
- CaliforniaSince 2 October 2024
- TexasSince 2 October 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 66 | Uniform Combined State Law Examination | 17 August 2011 |
| Series 7 | General Securities Representative Examination | 3 August 2011 |
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Michael Thomas Lambrakis
- CRD
- 5960129
- Firm
- Ares Financial Consulting · CRD 282852
- Office
- 160 Centennial Way, Suite 19, Tustin, CA 92780
- Registration
- Investment adviser registration
- In the industry since
- September 2011
- Disciplinary history
- Not yet shown here · SEC record
Where does Michael Lambrakis work?
Michael Lambrakis is an investment adviser representative registered through Ares Financial Consulting LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Michael Lambrakis a financial advisor?
Yes. Michael Lambrakis has a current investment-adviser registration in California and Texas, through Ares Financial Consulting since October 2024.
How many years of experience does Michael Lambrakis have?
Michael Lambrakis has 15 years in the financial industry, since September 2011, across 5 adviser firms.
What exams has Michael Lambrakis passed?
Michael Lambrakis has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in August 2011.
Where did Michael Lambrakis work before Ares Financial Consulting?
Before Ares Financial Consulting, Michael Lambrakis was registered through Mariner Independent, March 2022 to September 2024; Adviceperiod, LLC, September 2016 to March 2022; Beacon Pointe Advisors, LLC, December 2013 to September 2016; Wells Fargo Advisors, LLC, August 2011 to November 2013.
Where is Michael Lambrakis based?
Michael Lambrakis’ registered office is in Tustin, CA.
Is Michael Lambrakis registered with FINRA?
No. Michael Lambrakis has no current broker registration.
How can I verify Michael Lambrakis’ record?
Search CRD 5960129 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Michael Lambrakis’ full registration record.