Brett E. Weichbrod

CHANNEL WEALTH

SANTA BARBARA, CA 93105

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CRD#: 4595377

Professional summary

Brett Edward Weichbrod is a registered financial advisor currently at CHANNEL WEALTH, LLC located in Santa Barbara, California.

Brett is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Brett has worked at 6 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

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.

1) DOMESTIC VIOLENCE SOLUTIONS POSITION: Board Member NATURE: Board of Directors INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/28/2019 ADDRESS: P.O. Box 1536, Santa Barbarra CA 93102, United States DESCRIPTION: Attend board meetings and review financials 2) BRETT WEICHBROD INSURANCE AGENT POSITION: Agent NATURE: Sole Proprietorship INVESTMENT RELATED: Yes NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 8 START DATE: 01/01/2016 ADDRESS: 3700 State Street, Suite 240, Santa Barbara CA 93105, United States DESCRIPTION: Where appropriate matching insurance to clients insurance needs. 3) SANTA BARBARA EXECUTIVE ROUNDTABLE POSITION: Board Member NATURE: Not for profit organization INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2022 ADDRESS: No address, Santa Barbara CA 93105, United States DESCRIPTION: Provide general input at board meetings and participate in monthly breakfasts

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Edward Weichbrod'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 28, 2022 - Present

CHANNEL WEALTH, LLC

Office #1: 3760 State Street Suite 201, Santa Barbara, CA 93105

RIA

CRD#: 323461

SANTA BARBARA, CA

Past

August 26, 2015 - November 1, 2022

OSAIC SERVICES, INC.

CRD#: 133763

SANTA BARBARA, CA

Past

July 20, 2015 - November 1, 2022

OSAIC SERVICES, INC.

RIA

CRD#: 133763

SANTA BARBARA, CA

Past

April 5, 2013 - December 31, 2015

STRIDE INVESTMENT MANAGEMENT, LLC

RIA

CRD#: 166500

SANTA BARBARA, CA

Past

February 14, 2011 - April 7, 2011

PIMCO INVESTMENTS LLC

CRD#: 154957

NEWPORT BEACH, CA

Past

November 10, 2005 - February 14, 2011

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

CRD#: 25567

NEWPORT BEACH, CA

Past

January 23, 2003 - October 13, 2005

CANTERBURY CONSULTING INCORPORATED

CRD#: 22875

NEWPORT BEACH, 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".

CHANNEL WEALTH, LLC

CRD#: 323461 / SEC#: 801-126767

RIA

Registered Investment Advisory firm - (10/25/2022 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
(10/28/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 10/12/2015

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 3/7/2013

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/26/2015

General Securities Representative Examination

Current Firm

CHANNEL WEALTH, LLC

CRD#: 323461 / SEC#: 801-126767

RIA

Registered Investment Advisory firm - (10/25/2022 Approved)

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Contact information

Main Address

3760 State Street Suite 201, Santa Barbara, CA 93105

Mailing Address

Phone number

(805) 898-0893

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (9 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CHANNEL WEALTH ADV PART 2A (7/11/2025)

Regulatory assets under management

Total Number of Accounts	1,796
AUM (Assets Under Management)	$ 833,014,360

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.

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Brett E. Weichbrod

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brett Edward Weichbrod's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC SERVICES, INC.

OSAIC SERVICES, INC.

STRIDE INVESTMENT MANAGEMENT, LLC

PIMCO INVESTMENTS LLC

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC

CANTERBURY CONSULTING INCORPORATED

Primary Firm SEC Registration

CHANNEL WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 10/12/2015

Series 65

Date: 3/7/2013

SIE

Date: 10/1/2018

Series 7

Date: 8/26/2015

Current Firm

CHANNEL WEALTH, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CHANNEL WEALTH, LLC

TRUST BUT VERIFY

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