Brett Van Cott Niven

Employer firm

Beach Cities Wealth Management, LLC CRD 158373

$109M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2011 → Present
  Beach Cities Wealth Management
  Manhattan Beach, CA
• 06/2019 → Present
  Bvcn Advisory Services, Llc
  Beverly Hills, CA

Previous Registrations

• 2019-08-09 → 2020-03-22
  Bvcn Advisory Services, Llc
  Van Nuys, CA
• 2009-01-02 → 2011-07-06
  Raymond James Financial Services Advisors, Inc
  Saint Petersburg, FL
  Manhattan Beach, CA
• 2003-01-09 → 2009-01-02
  Raymond James Financial Services, Inc.
  Manhattan Beach, CA
  Manahattan Beach, CA
• 1999-03-18 → 2002-11-25
  Morgan Stanley Dw Inc.
  Los Angeles, CA

Other Businesses

1. KOTA COMMERCIAL ASSETS, LLC - INVESTMENT RELATED: YES - LOCATED AT: 136 S. EL CAMINO DR. BEVERLY HILLS, CA 90212 - NATURE OF BUSINESS: FIRM MANAGES COMMERCIAL INVESTMENT PROPERTIES IN SOUTHERN CALIFORNIA - POSITION: MANAGING MEMBER - START DATE OF RELATIONSHIP: APRIL 2, 2009 - HOURS/MONTH: 40 - DUTIES: PROPERTY UPKEEP, TENANT RELATIONS, INVESTOR COMMUNICATION, BILL PAY, AND DISTRIBUTION OF INCOME

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-11-04
• S63 Uniform Securities Agent State Law Examination
  1998-10-23