Rosa Chalekian is a control person of Lake Avenue Financial and directly owns under 5% of it.
Lake Avenue Financial is an investment adviser based in Pasadena, CA, registered with the SEC since 2021. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and banking or thrift institutions. Its regulatory assets under management total $155 million, as filed on 23 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 5873454
- Firm
- Lake Avenue Financial · CRD 315746
- Role
- COO
- In role since
- July 2021 · 5 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Pasadena, CA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Rosa Chalekian work?
Rosa Chalekian has been COO of Lake Avenue Financial LLC since July 2021, and is a control person of the firm.
How can I verify Rosa Chalekian’s record?
Rosa Chalekian’s role is listed on Lake Avenue Financial LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 315746.
