Best Investors
Account
Sign in
Best Investors
Account
Sign in
1999 Avenue Of The Stars Suite 2500, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-05-08 |
| CA | RA | APPROVED | 2016-06-01 |
Branch Locations
1999 Avenue Of The Stars Suite 2500, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fora Travel | New York | NY | 12/2025 | Present |
| San Diego Jewish Academy | San Diego | CA | 05/2020 | Present |
| Finalis Securities Llc | New York | NY | 06/2026 | Present |
| Manhattan West Asset Management, Llc | Los Angeles | CA | 06/2016 | Present |
Entity Name, Manhattan West Asset Management, Start Date,06/01/2016, is the business investment-related? Yes, Position, Title or Association, Founding Partner / Financial Advisor,Street Address1999 Avenue of the Stars, Suite 2500, United States, Nature of Business: Registered Investment Advisor.Describe your duties in this OBA:founding partner assisting in the day-to-day operations and strategy of the business. In addition, I managed ~$140MM in AUM for about 40 households. On a monthly basis, approximate hours devoted to OBA: 160
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-06-02 |
| S65 | Uniform Investment Adviser Law Examination | 2016-05-19 |
Reach out to this advisor