Brian M Webber
Professional Summary
Working out of Los Angeles, Brian M. Webber advises clients through American Discovery Advisors, LLC, where he has been registered since 2018. He holds the industry entry exam plus licenses that let him sell a broad range of securities and supervise other brokers. Brian previously worked at UBS, Moelis and other major firms, bringing experience with complex transactions. Many clients seek him to organize investments or get help navigating complicated securities choices. There are no...
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Brian Webber
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Videos & Posts
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Contact Information
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
33 years in the financial services industry
Current & Past Employments
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Current Firm
AMERICAN DISCOVERY ADVISORS, LLC
Contact Information
Main Address
11150 Santa Monica Blvd, Ste 1425, Los Angeles, CA 90025Mailing Address
11150 Santa Monica Blvd, Ste 1425, Los Angeles, CA 90025Phone Number
(310) 968-6755Established
Delaware since 10/11/2016Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (4 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(3/21/2019)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Brian M Webber's CRS (Customer Relationship Summary).
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