Brandon W. Tesar

ONE WEALTH CAPITAL MANAGEMENT

El Segundo, CA 90245

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CRD#: 6126593

Professional summary

Brandon Wells Tesar, AIF®, who also goes by Brandon W Tesar, Brandon Tesar, is a registered financial advisor currently at ONE WEALTH CAPITAL MANAGEMENT, LLC located in El Segundo, California.

Brandon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Brandon has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Brandon W Tesar | Brandon Tesar

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.

Entertainment Professional Freelance actor/writer/director/producer Start: 01/01/2000 Address: 23025 Hamlin St. West Hills, CA 90401 1 non bus hr per month Not investment related Brandon Tesar investment-related private residence in West Hills, CA insurance sales Licensed Insurance Agent 4/3/2012 1 hour per month 0 hours during trading Work with insurance ledgers

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Wells Tesar'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

July 1, 2024 - Present

ONE WEALTH CAPITAL MANAGEMENT, LLC

Office #1: 222 N Pacific Coast Hwy 10th Floor, El Segundo, CA 90245

RIA

CRD#: 331395

El Segundo, CA

Past

July 12, 2023 - July 31, 2024

ONE WEALTH INVESTORS

RIA

CRD#: 288030

West Hills, CA

Past

December 18, 2018 - June 30, 2023

PARK AVENUE SECURITIES LLC

RIA

CRD#: 46173

EL SEGUNDO, CA

Past

December 17, 2018 - June 30, 2023

PARK AVENUE SECURITIES LLC

CRD#: 46173

EL SEGUNDO, CA

Past

June 6, 2016 - December 3, 2018

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

SANTA MONICA, CA

Past

February 12, 2014 - May 4, 2016

MML INVESTORS SERVICES, LLC

RIA

CRD#: 10409

SANTA MONICA, CA

Past

January 11, 2013 - December 3, 2018

MML INVESTORS SERVICES, LLC

CRD#: 10409

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".

ONE WEALTH CAPITAL MANAGEMENT, LLC

CRD#: 331395 / SEC#: 801-130300

RIA

Registered Investment Advisory firm - (5/16/2024 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
(7/1/2024)

IAR

Texas
(7/1/2024)

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: 12/18/2013

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/10/2013

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 6/11/2015

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/13/2012

Investment Company Products/Variable Contracts Representative Examination

Current Firm

ONE WEALTH CAPITAL MANAGEMENT, LLC

CRD#: 331395 / SEC#: 801-130300

RIA

Registered Investment Advisory firm - (5/16/2024 Approved)

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Contact information

Main Address

4900 North Scottsdale Road Suite 4900, Scottsdale, AZ 85251

Mailing Address

Phone number

(855) 663-9584

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

2A BROCHURE (5/1/2025)

Regulatory assets under management

Total Number of Accounts	532
AUM (Assets Under Management)	$ 270,773,625

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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Firm Stability Insights

Brandon W. Tesar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Brandon Wells Tesar's CRS (Customer Relationship Summary).

Certified licenses

Experience

ONE WEALTH INVESTORS

PARK AVENUE SECURITIES LLC

PARK AVENUE SECURITIES LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

MML INVESTORS SERVICES, LLC

Primary Firm SEC Registration

ONE WEALTH CAPITAL MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/18/2013

Series 63

Date: 1/10/2013

SIE

Date: 10/1/2018

Series 7

Date: 6/11/2015

Series 6

Date: 12/13/2012

Current Firm

ONE WEALTH CAPITAL MANAGEMENT, LLC

Contact information

SEC notice filing (9 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ONE WEALTH CAPITAL MANAGEMENT, LLC

TRUST BUT VERIFY

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