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BW

Bryan L. Ward

WESTWOOD GLOBAL INVESTMENTS
BOSTON, MA 02111
Some features on this profile are disabled
CRD#: 2084806
BW

Professional summary

Bryan Lee Ward is a registered financial advisor currently at WESTWOOD GLOBAL INVESTMENTS located in Boston, Massachusetts.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Bryan has worked at 1 firm .

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Lee Ward's 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®
None

Experience

Current

June 2, 2005 - Present

WESTWOOD GLOBAL INVESTMENTS

Office #1: One Financial Center, Boston, MA 02111
RIA
CRD#: 125012
BOSTON, MA

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".
WG
WESTWOOD GLOBAL INVESTMENTS
WESTWOOD GLOBAL INVESTMENTS | WESTWOOD GLOBAL INVESTMENTS LLC

CRD#: 125012 / SEC#: 801-61776

RIA
Registered Investment Advisory firm - (1/31/2003 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
Massachusetts
(6/2/2005)
IAR
Texas
(3/27/2014)

Exams

Current Firm

WG
WESTWOOD GLOBAL INVESTMENTS
WESTWOOD GLOBAL INVESTMENTS | WESTWOOD GLOBAL INVESTMENTS LLC

CRD#: 125012 / SEC#: 801-61776

RIA
Registered Investment Advisory firm - (1/31/2003 Approved)
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Contact information

Main Address
One Financial Center Suite 1620, Boston, MA 02111
Mailing Address
Phone number
(617) 428-4040
Established
Firm type
Fiscal year end
# of Employees
38

SEC notice filing (3 States and Territories)

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

Documents

Latest Form ADV

Part 2 Brochures

ADV PART 2 AS OF 12.31.2024 FILED 3.31.2025 (3/31/2025)

Regulatory assets under management

Total Number of Accounts43
AUM (Assets Under Management)$ 11,818,348,428

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

WESTWOOD GLOBAL INVESTMENTS

CRD#: 125012Boston, MA 02111

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