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Financial ADVSR advisor directory · SEC adviser records

Westside Investment Management, LLC financial advisors in Santa Monica, CA

Every SEC-registered investment adviser representative at a Westside Investment Management, LLC office in Santa Monica, A to Z.

The short answer

3 registered advisors work at Westside Investment Management, LLC in Santa Monica, out of 6 at the firm nationwide; it ranks number 20 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.

Westside Investment Management, LLC advisors in Santa Monica, A to Z

Every Westside Investment Management, LLC advisor →

Westside Investment Management, LLC advisors in every city and state →Westside Investment Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Westside Investment Management, LLC advisors in other cities

Oklahoma City, OK 3

Other firms in Santa Monica

All Santa Monica advisors →

Gerber Kawasaki Wealth & Investment Management 37Merrill Lynch, Pierce, Fenner & Smith Incorporated 31Abacus Wealth Partners 30Morgan Stanley 27Strategic Advisers LLC 15LPL Financial LLC 8J.P. Morgan Securities LLC 7Ocean Park Asset Management, LLC 6Angeles Wealth Management, LLC 5Focus Partners Wealth, LLC 5Quantum Financial Advisors, LLC 5Dimensional Fund Advisors LP 4

Questions

How many financial advisors does Westside Investment Management, LLC have in Santa Monica?

3 investment adviser representatives are registered at Westside Investment Management, LLC offices in Santa Monica, California, according to the SEC's Investment Adviser Public Disclosure records, out of 6 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

Is Westside Investment Management, LLC one of the largest advisor employers in Santa Monica?

Westside Investment Management, LLC ranks number 20 in Santa Monica by registered advisors; Gerber Kawasaki Wealth & Investment Management has the most, with 37.

How do I check a Westside Investment Management, LLC advisor in Santa Monica?

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 Westside Investment Management, 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.