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Brenton Boyle Armstrong

Weatherly Asset Management

Del Mar, CA

CRD 5491179

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Employer firm

Weatherly Asset Management CRD 106935

$1.68B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Periodicals / newsletters

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

Current Employers
Weatherly Asset Management

832 Camino Del Mar, Suite 4, Del Mar, CA 92014 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2008-02-26
  • CA RA
    APPROVED
    Since 2008-02-26

Branch Locations

832 Camino Del Mar, Suite 4, Del Mar, CA 92014 • 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
Weatherly Asset Management Del Mar CA 01/2015 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-02-25
  • S65 Uniform Investment Adviser Law Examination
    2008-02-25
Designations
  • Certified Financial Planner
Other Names
  • Brent Boyle Armstrong

View on SEC IAPD

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Nearby Investors

Bradley S Cooperman
Adrian Fredrick Schulz
ANNETTE LOUISE YOUNG

Nearby Offices

J.P. MORGAN SECURITIES LLC · DEL MAR, CA
J.P. MORGAN SECURITIES LLC · Del Mar, CA
J.P. MORGAN SECURITIES LLC · Del Mar, CA

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