Carolin Alaverdian
Windsor Capital Management · Valley Glen, California
Carolin Alaverdian is a fee-only financial advisor at Windsor Capital Management in Valley Glen, California. Windsor Capital Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Windsor Capital Management |
|---|---|
| Based in | Valley Glen, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $703.4M across 1,204 accounts |
| SEC registration | Investment adviser representative in CA, NV, UT · CRD 2981246 |
| Exams passed | Series 63 (1998) · Series 65 (1999) |
| Firm size | 8 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.moneyuncomplicated.net |
How Carolin's firm compares
- Windsor Capital Management's average account is about $584,000, from its Form ADV (assets managed divided by 1,204 accounts).
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Questions about Carolin
Is Carolin Alaverdian a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carolin holds no broker registration, and Windsor Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carolin charge for financial advice?
Carolin's firm, Windsor Capital Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Carolin Alaverdian based?
Carolin Alaverdian is based in Valley Glen, California.
Is Carolin Alaverdian registered with the SEC?
Yes. Carolin Alaverdian is registered as an investment adviser representative in CA, NV and UT (CRD 2981246), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Windsor Capital Management manage?
Windsor Capital Management reports $703.4M across 1,204 accounts in assets under management.
How do I contact Carolin Alaverdian?
Through Carolin's website, www.moneyuncomplicated.net.
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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