Brian G. Sigler

WESTSHORE WEALTH

Newport Beach, CA 92660

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CRD#: 5697700

Professional summary

Brian Gregory Sigler, who also goes by Brian Sigler, is a registered financial advisor currently at WESTSHORE WEALTH located in Newport Beach, California.

Brian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Brian has worked at 7 firms and has passed the Series 65, Series 66, Series 7TO, SIE, Series 31, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brian Sigler

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) Flighting Inc./Flighting Golf LLC; Not Investment related; 3802 S Jessamine Dr St George UT 84790 - Golf Apparel Company; CFO & Co Founder; Start June 2024; 20hrs/month; 0 during trading hours; Finance, accounting, corporate strategy

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Gregory Sigler'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

June 30, 2025 - Present

WESTSHORE WEALTH

Office #1: 4041 Macarthur Blvd. Suite #160, Newport Beach, CA 92660

RIA

CRD#: 283843

Newport Beach, CA

Past

December 18, 2023 - January 18, 2024

RM SECURITIES, LLC

CRD#: 323671

ROCHESTER, NY

Past

September 5, 2019 - October 2, 2020

MOGUL SECURITIES, LLC

CRD#: 172778

LOS ANGELES, CA

Past

December 8, 2015 - December 24, 2020

NORTH CAPITAL PRIVATE SECURITIES CORPORATION

CRD#: 154559

Los Angeles, CA

Past

May 12, 2015 - December 2, 2015

WEALTHFORGE SECURITIES, LLC

CRD#: 152550

Los Angeles, CA

Past

March 28, 2013 - May 1, 2015

BARCLAYS CAPITAL INC.

RIA

CRD#: 19714

LOS ANGELES, CA

Past

March 28, 2013 - May 1, 2015

BARCLAYS CAPITAL INC.

CRD#: 19714

LOS ANGELES, CA

Past

September 30, 2009 - April 11, 2013

MORGAN STANLEY

RIA

CRD#: 149777

LOS ANGELES, CA

Past

September 17, 2009 - April 11, 2013

MORGAN STANLEY

CRD#: 149777

LOS ANGELES, 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".

WESTSHORE WEALTH

CAMINO CAPITAL ADVISORS LLC | WESTSHORE WEALTH, LLC | WESTSHORE WEALTH

CRD#: 283843 / SEC#: 801-108664

RIA

Registered Investment Advisory firm - (12/1/2016 Approved)

California

Registered Investment Advisory firm - (1/14/2017 Terminated)

Texas

Registered Investment Advisory firm - (12/15/2016 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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
(6/30/2025)

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

IAR

Series 65

Date: 6/28/2025

Uniform Investment Adviser Law Examination

State Security Law Exam

IAR

Series 66

Date: 9/29/2009

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 6/10/2023

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 10/5/2009

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 9/16/2009

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 6/10/2023

General Securities Principal Examination

Current Firm

WESTSHORE WEALTH

CAMINO CAPITAL ADVISORS LLC | WESTSHORE WEALTH, LLC | WESTSHORE WEALTH

CRD#: 283843 / SEC#: 801-108664

RIA

Registered Investment Advisory firm - (12/1/2016 Approved)

California

Registered Investment Advisory firm - (1/14/2017 Terminated)

Texas

Registered Investment Advisory firm - (12/15/2016 Terminated)

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Contact information

Main Address

4041 Macarthur Blvd. Suite #160, Newport Beach, CA 92660

Mailing Address

Phone number

(949) 825-7505

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A-WESTSHORE WEALTH (3/28/2025)

Regulatory assets under management

Total Number of Accounts	735
AUM (Assets Under Management)	$ 534,341,985

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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Advisor Monitoring

Firm Stability Insights

Brian G. Sigler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brian Gregory Sigler's CRS (Customer Relationship Summary).

Certified licenses

Experience

RM SECURITIES, LLC

MOGUL SECURITIES, LLC

NORTH CAPITAL PRIVATE SECURITIES CORPORATION

WEALTHFORGE SECURITIES, LLC

BARCLAYS CAPITAL INC.

BARCLAYS CAPITAL INC.

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

WESTSHORE WEALTH

State Registrations and Notice Filings

Exams

Series 65

Date: 6/28/2025

Series 66

Date: 9/29/2009

Series 7TO

Date: 6/10/2023

SIE

Date: 10/1/2018

Series 31

Date: 10/5/2009

Series 7

Date: 9/16/2009

Series 24

Date: 6/10/2023

Current Firm

WESTSHORE WEALTH

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

WESTSHORE WEALTH

TRUST BUT VERIFY

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