Financial ADVSR advisor directory · SEC adviser records
Westmount Partners, LLC financial advisors in Los Angeles, CA
Every SEC-registered investment adviser representative at a Westmount Partners, LLC office in Los Angeles, A to Z.
The short answer
24 registered advisors work at Westmount Partners, LLC in Los Angeles, out of 24 at the firm nationwide; it ranks number 26 in the city by advisors. 4 list the CFP designation and 0 are also registered broker representatives.
Westmount Partners, LLC advisors in Los Angeles, A to Z
Every Westmount Partners, LLC advisor →- Michael J. AmashInvestment adviser rep
- Arielle E. AndersonInvestment adviser rep
- Samuel G. AttianeseInvestment adviser rep
- James E. BerlinerInvestment adviser rep
- Michael S. BurrInvestment adviser rep
- Michael T. CannoneInvestment adviser rep
- Sean C. CauvelCertified Financial Planner
- Sarah M. ChhotaniInvestment adviser rep
- Cory M. DavenportCertified Financial Planner
- Terrence M. DemorestInvestment adviser rep
- Olivia R. DinapoliInvestment adviser rep
- Victoria A. DysonInvestment adviser rep
- Scott H. FellmethInvestment adviser rep
- Natalie J. GloverInvestment adviser rep
- Todd A. GoldmanCertified Financial Planner
- Dimitri J. KrikelasInvestment adviser rep
- Eric Y. LinInvestment adviser rep
- Denis J. MasseyInvestment adviser rep
- Isaak A. OttmarInvestment adviser rep
- Sean P. SugrueInvestment adviser rep
- Dennis WeeInvestment adviser rep
- Dylan L. WensleyInvestment adviser rep
- Christopher M. WernerInvestment adviser rep
- Julie A. YoonCertified Financial Planner
Westmount Partners, LLC advisors in every city and state →Westmount Partners, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Los Angeles
All Los Angeles advisors →Merrill Lynch, Pierce, Fenner & Smith Incorporated 315J.P. Morgan Securities LLC 291Capital Client Group, Inc. 276Morgan Stanley 194Lido 161UBS Financial Services Inc. 133Wells Fargo Clearing Services, LLC 119Rockefeller Financial LLC 96Seia 73Capital Group Private Client Services, Inc. 68Strategic Advisers LLC 58MML Investors Services, LLC 53
Questions
How many financial advisors does Westmount Partners, LLC have in Los Angeles?
24 investment adviser representatives are registered at Westmount Partners, LLC offices in Los Angeles, California, according to the SEC's Investment Adviser Public Disclosure records, out of 24 nationwide. 4 list the CFP designation and 0 are also registered as broker representatives.
Is Westmount Partners, LLC one of the largest advisor employers in Los Angeles?
Westmount Partners, LLC ranks number 26 in Los Angeles by registered advisors; Merrill Lynch, Pierce, Fenner & Smith Incorporated has the most, with 315.
How do I check a Westmount Partners, LLC advisor in Los Angeles?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Westmount Partners, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.