Brandon R West

Employer firm

Ubs Financial Services Inc. CRD 8174

$916B regulatory AUM 18,245 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 11/2021 → 07/2025
  Morgan Stanley Smith Barney Llc
  San Francisco, CA
• 12/2020 → 10/2021
  Bank Of America
  San Rafael, CA
• 09/2019 → 12/2019
  Mccullough & Associates Llc
  Mill Valley, CA
• 06/2016 → 07/2017
  Red Boy Pizza
  Larkspur, CA
• 05/2016 → 09/2016
  Scott Valley Swim And Tennis Club
  Mill Valley, CA
• 07/2017 → 06/2019
  Uc Santa Barbara
  Santa Barbara, CA
• 07/2019 → 08/2019
  Unemployed
  Belvedere, CA
• 01/2020 → 11/2020
  Unemployed
  Belvedere, CA
• 07/2025 → Present
  Ubs Financial Services, Inc.
  San Francisco, CA
• 07/2016 → 07/2017
  College Of Marin
  Kentfield, CA

Previous Registrations

• 2022-10-24 → 2025-07-25
  Morgan Stanley
  San Francisco, CA
  Burlingame, CA
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2022-10-24

Other Names

• Brandon R West
• Brandon Robert West