MB
Michael S. Burr
WESTMOUNT PARTNERS
Los Angeles, CA 90067
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CRD#: 7273234
MB
Professional summary
Michael Stanley Burr is a registered financial advisor currently at WESTMOUNT PARTNERS, LLC located in Los Angeles, California.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Michael has worked at 4 firms and has passed the Series 65 exam.
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.
Business Name: The Post College Podcast
Investment Related: No
Start Date: 5/11/2020
Hours/month: 20
Hours/ month (during Market hours): 0
City, State, Country: Newbury Park, CA, United States of America
Relationship: Co-founder and Co-host
Nature of the company's business: The Post College Podcast produces podcast episodes that serve to provide insight to college aged individuals in the transition from school life to the working world. Episodes regularly feature guests where the conversation will be based around the theme of the episode. Episode topics include finding an apartment after college, moving back in with your parents, building a routine, finding a second job after college that coincides with your passion, etc.
The business is structured to increase viewership with the possibility of monetization via ad sponsorships. At the moment the podcast does not monetize and does not have any sponsor relationships.
Duties: I serve as one of the co-hosts of the podcast. I interview our guests, manage our social media accounts and facilitate future episodes with potential guests.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Stanley Burr'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®
NoneExperience
Current
August 4, 2023 - Present
WESTMOUNT PARTNERS, LLC
Office #1: 2049 Century Park East Suite 2500, Los Angeles, CA 90067RIA
CRD#: 158857
Los Angeles, CA
Past
May 5, 2022 - May 30, 2023
MARINER INDEPENDENT
RIA
CRD#: 305418
Los Angeles, CA
Past
March 3, 2022 - May 30, 2023
MARINER WEALTH
RIA
CRD#: 140195
LOS ANGELES, CA
Past
November 5, 2020 - March 30, 2022
ADVICEPERIOD, LLC
RIA
CRD#: 169828
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".
WP
WESTMOUNT PARTNERS, LLC
WESTMOUNT ASSET MANAGEMENT, LLC | WESTMOUNT PARTNERS, LLC
CRD#: 158857 / SEC#: 801-72739
RIA
Registered Investment Advisory firm - (10/19/2011 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(8/4/2023)
Current Firm
WP
WESTMOUNT PARTNERS, LLC
WESTMOUNT ASSET MANAGEMENT, LLC | WESTMOUNT PARTNERS, LLC
CRD#: 158857 / SEC#: 801-72739
RIA
Registered Investment Advisory firm - (10/19/2011 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2049 Century Park East Suite 2500, Los Angeles, CA 90067
Mailing Address
Phone number
(310) 556-2502
Established
Firm type
Fiscal year end
# of Employees
39
SEC notice filing (17 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4,595 |
| AUM (Assets Under Management) | $ 5,202,679,011 |
Red Flags
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