AdvisorCheck - Find and Connect with Top Financial Advisors on Your Terms
Why Advisor Check
BE

Burland B. East

AMERICAN ASSETS CAPITAL ADVISERS
LA JOLLA, CA 92037
Some features on this profile are disabled
CRD#: 1529809
BE

Professional summary


Burland Bland East III, CFA, who also goes by Burland Bland East, is a registered financial advisor currently at AMERICAN ASSETS CAPITAL ADVISERS, LLC located in La Jolla, California.

Burland is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Burland has worked at 5 firms and has passed the Series 66, Series 7, Series 24 and Series 27 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Burland Bland East

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Member of Advisory Board for Comunidad Realty Partners - The business is not investment-related - Address: Symphony Towers, 750 B Street, Ste. 1940, San Diego, CA 92101 - Nature of Business: Apartment Ownership - Position/Title: Member of Advisory Board - Start Date: Approximately August 2016 - Approximate Hours Per Month: 3 - Number of Hours During Securities Trading Hours: 3 per month - Duties: Strategic advisory for CEO 2. Member of Board of Advisors for Redhill Realty Investors, LP - The business is not related to securities investment - Address: 12230 El Camino Real, Ste. 340, San Diego, CA 92130 - Nature of Business: Investor and operator exclusively in the multifamily housing sector - Position/Title: Member of Board of Advisors - Start Date: Approximately April 2023 - Approximate Hours Per Month: 3-4 - Number of Hours During Securities Trading Hours: 3-4 per month - Duties: Strategic advisory for CEO

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Burland Bland East III's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFA

Experience


Current

September 17, 2014 - Present

AMERICAN ASSETS CAPITAL ADVISERS, LLC

Office #1: 909 Prospect Street, Suite 210, La Jolla, CA 92037
RIA
CRD#: 168805
LA JOLLA, CA
Past

May 16, 2011 - September 10, 2014

AMERICAN ASSETS INVESTMENT MANAGEMENT, LLC

RIA
CRD#: 131660
SAN DIEGO, CA
Past

October 18, 2001 - September 1, 2010

RCX CAPITAL GROUP, LLC

BD
CRD#: 114290
RANCHO SANTA FE, CA
Past

March 28, 2001 - December 31, 2004

SILVER PORTAL CAPITAL ADVISORS, LLC

RIA
CRD#: 116526
LA JOLLA, CA
Past

March 16, 1998 - October 20, 2000

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
ST. LOUIS, MO

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
AMERICAN ASSETS CAPITAL ADVISERS, LLC
AMERICAN ASSETS CAPITAL ADVISERS, LLC

CRD#: 168805 / SEC#: 801-80101

RIA
Registered Investment Advisory firm - (7/22/2014 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(9/17/2014)
IAR
Texas
(3/16/2021)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 10/2/2001
Uniform Combined State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


AA
AMERICAN ASSETS CAPITAL ADVISERS, LLC
AMERICAN ASSETS CAPITAL ADVISERS, LLC

CRD#: 168805 / SEC#: 801-80101

RIA
Registered Investment Advisory firm - (7/22/2014 Approved)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information


Main Address
3430 Carmel Mountain Road Suite 150, San Diego, CA 92121
Mailing Address
Phone number
(858) 345-1470
Established
Firm type
Fiscal year end
# of Employees
6

SEC notice filing (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

AMERICAN ASSETS CAPITAL ADVISERS, LLC BROCHURE (3/27/2025)

Regulatory assets under management


Total Number of Accounts5
AUM (Assets Under Management)$ 327,282,755

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


AMERICAN ASSETS CAPITAL ADVISERS, LLC

CRD#: 168805La Jolla, CA 92037

TRUST BUT VERIFY

Monitor Burland East

Get automatic monthly alerts on:
Job or Firm Moves
Licensing Changes
Client Complaints
New Red Flags
Contact Information Updates

Similar Advisors


Paul Avila Neves
Paul NevesAdvisorCheck Check Mark
LPL FINANCIAL LLC
IAR
RR
SAN DIEGO, CA
Alice Ruiz
Alice RuizAdvisorCheck Check Mark
SCHWAB WEALTH ADVISORY, INC.
IAR
RR
San Diego, CA
Nilay Eda Barefield
Nilay BarefieldAdvisorCheck Check Mark
CETERA INVESTMENT ADVISERS LLC
IAR
RR
San Diego, CA
footer-logo

AdvisorCheck does not offer investment advice and should not replace discussions with professional accounting, tax, legal or financial advisors.
© 2025 AdvisorCheck, an AIMR Analytics company.
All rights reserved.
Powered ByAIRM Analytics