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Brian M. Webber

AMERICAN DISCOVERY ADVISORS
Los Angeles, CA 90025
Some features on this profile are disabled
CRD#: 2390733
BW

Professional summary

Brian M Webber, who also goes by Brian Webber, is a registered financial professional currently at AMERICAN DISCOVERY ADVISORS, LLC located in Los Angeles, California.

Brian is registered as a RR (Registered Representative) and started their career in finance in 1993. Brian has worked at 5 firms and has passed the Series 63, SIE, Series 7 and Series 24 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

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.
The advisor shows no other business activity.

Blog Corner

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®
None

Experience

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 90025
BD
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
RR
Series 63
Date: 3/20/2019
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 9/7/1993
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 24
Date: 7/5/2001
General Securities Principal Examination
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)

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

Documents

Direct owners and executive officers

NamePositionCRD#
JOLIET FAMILY TRUST DTD 10/10/08MEMBER
WEBBER TRUST AGREEMENT DTD MARCH 15 2004MEMBER
GOLDMAN, SUSAN GOODELLCHIEF COMPLIANCE OFFICER2655210
JOLIET, JOHN PAULPRESIDENT, TRUSTEE2769030
KINZER, CAROL ANNCFO/FINOP/PFO/POO4519471
WEBBER, BRIAN MCEO, TRUSTEE2390733

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 DISCOVERY ADVISORS, LLC

CRD#: 287488Los Angeles, CA 90025

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