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BM

Brian L. Massey

MAR VISTA INVESTMENT PARTNERS
Los Angeles, CA 90025
Some features on this profile are disabled
CRD#: 4570398
BM

Professional summary

Brian Lee Massey, who also goes by Brian Massey, is a registered financial advisor currently at MAR VISTA INVESTMENT PARTNERS, LLC located in Los Angeles, California.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Brian has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Brian Massey

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 Brian Lee Massey'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®
None

Experience

Current

October 11, 2007 - Present

MAR VISTA INVESTMENT PARTNERS, LLC

Office #1: 11150 Santa Monica Blvd Suite 320, Los Angeles, CA 90025
RIA
CRD#: 144906
Los Angeles, CA
Past

November 25, 1999 - July 11, 2008

ROXBURY CAPITAL MANAGEMENT LLC

RIA
CRD#: 108832
SANTA MONICA, CA

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".
MV
MAR VISTA INVESTMENT PARTNERS, LLC
LATIGO INVESTMENT PARTNERS, LLC | MAR VISTA INVESTMENT PARTNERS, LLC

CRD#: 144906 / SEC#: 801-68369

RIA
Registered Investment Advisory firm - (10/4/2007 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
(10/11/2007)
IAR
Texas
(10/11/2007)

Exams

State Security Law Exam
IAR
Series 65
Date: 11/15/1999
Uniform Investment Adviser Law Examination

Current Firm

MV
MAR VISTA INVESTMENT PARTNERS, LLC
LATIGO INVESTMENT PARTNERS, LLC | MAR VISTA INVESTMENT PARTNERS, LLC

CRD#: 144906 / SEC#: 801-68369

RIA
Registered Investment Advisory firm - (10/4/2007 Approved)
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Contact information

Main Address
11150 Santa Monica Blvd Suite 320, Los Angeles, CA 90025
Mailing Address
Phone number
(310) 917-2800
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (12 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

ADV 2A (10/23/2025)
ADV 2B (3/14/2025)

Regulatory assets under management

Total Number of Accounts268
AUM (Assets Under Management)$ 1,509,969,079

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

MAR VISTA INVESTMENT PARTNERS, LLC

CRD#: 144906Los Angeles, CA 90025

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