LP
Leonard Polster
WESTSIDE FINANCIAL ADVISORS LLC
Los Angeles, CA 90049
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CRD#: 7561521
LP
Professional summary
Leonard Polster is a registered financial advisor currently at WESTSIDE FINANCIAL ADVISORS LLC located in Los Angeles, California.
Leonard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Leonard has worked at 1 firm .
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.
CRS (Client Relationship Summary) - RIA
Click below to view Leonard Polster'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
May 26, 2022 - Present
WESTSIDE FINANCIAL ADVISORS LLC
Office #1: 814 South Westgate Ave Suite 270, Los Angeles, CA 90049RIA
CRD#: 308953
Los Angeles, 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(5/26/2022)
Exams
Current Firm
WESTSIDE FINANCIAL ADVISORS LLC
WESTSIDE FINANCIAL | WESTSIDE TAX AND ACCOUNTING SERVICES | WESTSIDE FINANCIAL ADVISORS LLC
CRD#: 308953 / SEC#:
California
Registered Investment Advisory firm - (5/14/2020 Approved)Texas
Registered Investment Advisory firm - (5/24/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
814 South Westgate Ave Suite 270, Los Angeles, CA 90049
Mailing Address
Phone number
(310) 777-1120
Established
Firm type
Fiscal year end
# of Employees
2
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 3,250,000 |
Red Flags
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