Hailee J. Brigman

KNIGHTSBRIDGE WEALTH MANAGEMENT

Newport Beach, CA 92660

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CRD#: 7147912

Professional summary

Hailee Jean Brigman is a registered financial advisor currently at KNIGHTSBRIDGE WEALTH MANAGEMENT located in Newport Beach, California.

Hailee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2021. Hailee has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO and SIE 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.

Employed through Wag. I am classified as an independent contractor for them (Dog Walker). This is not investment related. This is similar to Uber/Lyft where I work however much I want to (approximately 0-5/hrs per month outside of my regular working hours). I started in January of 2018. I conduct dog walks and dog sittings for local dog owners.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hailee Jean Brigman'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

March 4, 2024 - Present

KNIGHTSBRIDGE WEALTH MANAGEMENT

Office #1: 450 Newport Center Dr Suite 630, Newport Beach, CA 92660

RIA

CRD#: 110347

Newport Beach, CA

Past

March 15, 2022 - April 26, 2023

UBS FINANCIAL SERVICES INC.

RIA

CRD#: 8174

SEAL BEACH, CA

Past

January 31, 2022 - April 26, 2023

UBS FINANCIAL SERVICES INC.

CRD#: 8174

SEAL BEACH, CA

Past

November 1, 2021 - November 24, 2021

SAMUEL A. RAMIREZ & COMPANY, INC.

CRD#: 6963

LOS ANGELES, CA

Past

January 29, 2021 - October 28, 2021

MORGAN STANLEY

CRD#: 149777

Long 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".

KNIGHTSBRIDGE WEALTH MANAGEMENT

KNIGHTSBRIDGE ASSET MANAGEMENT LLC | KNIGHTSBRIDGE WEALTH MANAGEMENT

CRD#: 110347 / SEC#: 801-55731

RIA

Registered Investment Advisory firm - (7/31/1998 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
(3/4/2024)

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 66

Date: 2/27/2022

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 11/14/2021

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 1/28/2021

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 10/11/2020

Securities Industry Essentials Examination

Current Firm

KNIGHTSBRIDGE WEALTH MANAGEMENT

KNIGHTSBRIDGE ASSET MANAGEMENT LLC | KNIGHTSBRIDGE WEALTH MANAGEMENT

CRD#: 110347 / SEC#: 801-55731

RIA

Registered Investment Advisory firm - (7/31/1998 Approved)

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Contact information

Main Address

450 Newport Center Dr Suite 630, Newport Beach, CA 92660

Mailing Address

Phone number

(949) 644-4444

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (12 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

KNIGHTSBRIDGE WEALTH MANAGEMENT FORM ADV, PART 2A BROCHURE (3/28/2025)

KNIGHTSBRIDGE WEALTH MANAGEMENT FORM ADV, PART 2A WRAP BROCHURE (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,386
AUM (Assets Under Management)	$ 833,486,922

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

Hailee J. Brigman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Hailee Jean Brigman's CRS (Customer Relationship Summary).

Certified licenses

Experience

UBS FINANCIAL SERVICES INC.

UBS FINANCIAL SERVICES INC.

SAMUEL A. RAMIREZ & COMPANY, INC.

MORGAN STANLEY

Primary Firm SEC Registration

KNIGHTSBRIDGE WEALTH MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 2/27/2022

Series 63

Date: 11/14/2021

Series 7TO

Date: 1/28/2021

SIE

Date: 10/11/2020

Current Firm

KNIGHTSBRIDGE WEALTH MANAGEMENT

Contact information

SEC notice filing (12 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

KNIGHTSBRIDGE WEALTH MANAGEMENT

TRUST BUT VERIFY

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