Alex Chalekian
Lake Avenue Financial · Pasadena, California
Alex Chalekian is a fee-only financial advisor at Lake Avenue Financial in Pasadena, California. Lake Avenue Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Lake Avenue Financial |
|---|---|
| Based in | Pasadena, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $154.7M across 731 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2956935 |
| Exams passed | Series 63 (1997) · Series 65 (1999) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | alexchalekian.com |
| Profile |
How Alex's firm compares
- Lake Avenue Financial's average account is about $212,000, from its Form ADV (assets managed divided by 731 accounts).
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Questions about Alex
Is Alex Chalekian a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alex holds no broker registration, and Lake Avenue Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alex charge for financial advice?
Alex's firm, Lake Avenue Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alex Chalekian based?
Alex Chalekian is based in Pasadena, California.
Is Alex Chalekian registered with the SEC?
Yes. Alex Chalekian is registered as an investment adviser representative in TX (CRD 2956935), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lake Avenue Financial manage?
Lake Avenue Financial reports $154.7M across 731 accounts in assets under management.
How do I contact Alex Chalekian?
Through Alex's website, alexchalekian.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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