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BL

Brian Lam

BLUE LAWN ASSET MANAGEMENT LLC
San Francisco, CA
Some features on this profile are disabled
CRD#: 5008712
BL

Professional summary

Brian Lam is a registered financial advisor currently at BLUE LAWN ASSET MANAGEMENT LLC located in San Francisco, California.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Brian has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Lam'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

January 14, 2021 - Present

BLUE LAWN ASSET MANAGEMENT LLC

RIA
CRD#: 136527
San Francisco, CA
Past

October 28, 2005 - December 31, 2020

BLUE LAWN ASSET MANAGEMENT LLC

RIA
CRD#: 136527
SAN FRANCISCO, CA

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
(1/14/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 3/9/2005
Uniform Investment Adviser Law Examination

Current Firm

BL
BLUE LAWN ASSET MANAGEMENT LLC
BLUE LAWN ASSET MANAGEMENT LLC

CRD#: 136527 / SEC#:

California
Registered Investment Advisory firm - (1/14/2021 Approved)
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Contact information

Main Address
San Francisco, CA
Mailing Address
Phone number
(415) 728-0714
Established
Firm type
Fiscal year end
# of Employees
2

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts1
AUM (Assets Under Management)$ 55,649,576

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

BLUE LAWN ASSET MANAGEMENT LLC

CRD#: 136527San Francisco, CA

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