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Brian M. Webber
AMERICAN DISCOVERY ADVISORS
Los Angeles, CA 90025
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CRD#: 2390733
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Brian M WebberAMERICAN DISCOVERY ADVISORS
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 regulatory disclosures on his record, and he is registered with FINRA and in California.
Aliases
Brian Webber
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.
There are no other business activities reported for this advisor. In plain terms, Brian does not list outside roles such as running a separate business or holding professional positions beyond his work at his brokerage firm. Because no insurance, tax, legal, or real estate roles are reported, there are no such outside activities that might affect client recommendations. With no outside businesses noted, no related conflicts are identified; he is expected to act in clients’ best interest when advising or recommending products.
CRS (Client Relationship Summary) - BD
Click below to view Brian M Webber'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®
NoneExperience
Current
September 26, 2018 - Present
AMERICAN DISCOVERY ADVISORS, LLC
Office #1: 11150 Santa Monica Blvd. Suite 1425, Los Angeles, CA 90025Office #2: 11150 Santa Monica Blvd, Ste 1425, Los Angeles, CA 90025BD
CRD#: 287488
Los Angeles, CA
Past
May 14, 2010 - April 19, 2016
MOELIS & COMPANY LLC
BD
CRD#: 145115
LOS ANGELES, CA
Past
March 28, 2001 - May 6, 2010
UBS SECURITIES LLC
BD
CRD#: 7654
LOS ANGELES, CA
Past
November 3, 2000 - January 23, 2001
CREDIT SUISSE SECURITIES (USA) LLC
BD
CRD#: 816
NEW YORK, NY
Past
September 8, 1993 - January 23, 2001
PERSHING LLC
BD
CRD#: 7560
JERSEY CITY, NJ
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(3/21/2019)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
AD
AMERICAN DISCOVERY ADVISORS, LLC
AMERICAN DISCOVERY ADVISORS, LLC
CRD#: 287488 / SEC#: , 8-69899
BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information
Main Address
11150 Santa Monica Blvd, Ste 1425, Los Angeles, CA 90025
Mailing Address
11150 Santa Monica Blvd, Ste 1425, Los Angeles, CA 90025
Phone number
(310) 968-6755
Established
Delaware since 10/11/2016
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (4 States and Territories)
Documents
Direct owners and executive officers
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.
