Advisor at Trajan Wealth, L.L.C.
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Firm
Trajan Wealth, L.L.C.
Location
Burbank, CA 91505
Credentials
CFP®, Series 63, Series 65
Industry experience
10 years
Stephen Keshishian is a CFP® professional with 10 years of industry experience. He is currently with Trajan Wealth, L.L.C. and has held prior roles at Park Avenue Securities, Guardian Life Insurance Company, Quantus Wealth Strategies and Insurance Solutions, Eagle Strategies LLC, NYLife Securities LLC, and New York Life Insurance Company. In addition to his advisory work, he acts as an agent selling fixed indexed annuities. Trajan Wealth serves individual and high-net-worth clients as well as foundations, endowments, and institutional investors. The firm provides discretionary portfolio management, financial planning, and access to alternative investments, with portfolio strategies guided by fundamental, technical, and cyclical analysis.
Based on Trajan Wealth, L.L.C.
Based on Trajan Wealth, L.L.C.
$0+: 0.50% to 1.50% annually Smaller account sizes or additional servicing+: 1.50% to 2.00% annually
Management fee up to 2.00% plus performance or carry fee not to exceed 25% of gain in valuation on Private Market offerings.
4100 W. Alameda Ave, 3rd Floor
Burbank, CA 91505
California
Trajan Wealth
2025 - Present (1 year)
Park Avenue securities
2022 - 2025 (3 years)
Guardian life Insurance Company
2022 - 2022 (1 year)
Quantus Wealth Strategies and Insurance Solutions
2018 - 2020 (2 years)
Eagle Strategies (NY Life)
2018 - 2022 (4 years)
NYlife Securities LLC
2015 - 2022 (7 years)
New York Life Insurance company
2015 - 2022 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Verified by Warmer
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