Best Investors Account Sign in
Inactive

Brian Lee Massey

Mar Vista Investment Partners, LLC

Los Angeles, CA

CRD 4570398

Claim This Profile
Employer firm

Mar Vista Investment Partners, LLC CRD 144906

$1.12B regulatory AUM 6 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • SUB-ADVISORY SERVICES, UMA

From the firm’s Form ADV. Read the guides:

Current Employers
Mar Vista Investment Partners, Llc

11150 Santa Monica Blvd Suite 320, Los Angeles, CA 90025 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2007-10-11
TX RA APPROVED 2007-10-11
  • CA RA
    APPROVED
    Since 2007-10-11
  • TX RA
    APPROVED
    Since 2007-10-11

Branch Locations

11150 Santa Monica Blvd Suite 320, Los Angeles, CA 90025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Mar Vista Investment Partners Llc Santa Monica CA 11/2007 Present
Previous Registrations
  • 1999-11-25 → 2008-07-11
    Roxbury Capital Management Llc
    Santa Monica, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-11-15
  • S65 Uniform Investment Adviser Law Examination
    1999-11-15
Designations
  • Chartered Financial Analyst
Other Names
  • Brian Lee Massey
  • Brian Massey

View on SEC IAPD

Nearby Firms

POST ADVISORY GROUP, LLC
WESTMOUNT PARTNERS, LLC
GIDEON CAPITAL, LLC

Nearby Investors

TERRENCE MICHAEL DEMOREST
DIMITRI JIMMY KRIKELAS
CHRISTOPHER MILES WERNER

Nearby Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA

More in Los Angeles, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor