Best Investors
Account
Sign in
Best Investors
Account
Sign in
Shrier Wealth Management, LLC CRD 332673
$391M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1925 Century Park East Suite 2020, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-07 |
| TX | RA | APPROVED | 2025-01-07 |
Branch Locations
1925 Century Park East Suite 2020, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Linsco/Private Ledger Corp. | Los Angeles | CA | 03/1998 | 01/2025 |
| Shrier Wealth Management, Llc | Los Angeles | CA | 01/2025 | Present |
1. 2/10/2015: ACT IN A FIDUCIARY CAPACITY - SHRIER WEALTH MGMT 401K PSP - FIDUCIARY CAPACITY FOR 401K PSP. - STARTED 08/14/14 - 1925 CENTURY PARK EAST STE 2020, LOS ANGELES, CA 90067.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1983-11-02 |
Reach out to this advisor