WP
William B. Pierrepont
FIRST FOUNDATION ADVISORS
LOS ANGELES, CA 90024
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CRD#: 7631585
WP
Professional summary
William Bryant Pierrepont is a registered financial advisor currently at FIRST FOUNDATION ADVISORS located in Los Angeles, California.
William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. William has worked at 1 firm 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.
TRANSAMERICA : Not investment related; address: 18435 Burbank Blvd. Ste 706, Tarzana, CA 91316; nature: insurance; position: broker; title: Registered Representative; start date: July 2021; hours/month: 8; hours devoted during securities trading hours; duties: client consultations addressing life and health insurance needs KING AND COUNTRY LLC: Not investment related; address: 1941 Pontius Avenue, Los Angeles, CA 90025; nature: video production services; position: sales consulting; title: Business Development Associate; start date: October 2019; hours/month: 8 hours; no hours devoted during securities trading hours; duties: sales research and campaign analytics
CRS (Client Relationship Summary) - RIA
Click below to view William Bryant Pierrepont'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
October 20, 2022 - Present
FIRST FOUNDATION ADVISORS
Office #1: 10850 Wilshire Boulevard Suite 100, Los Angeles, CA 90024RIA
CRD#: 106075
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".
FF
FIRST FOUNDATION ADVISORS
FIRST FOUNDATION ADVISORS | THE KELLER GROUP INVESTMENT MANAGEMENT, INC | FIRST FOUNDATION INVESTMENT MANAGEMENT
CRD#: 106075 / SEC#: 801-35973
RIA
Registered Investment Advisory firm - (2/28/1990 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(10/20/2022)
Current Firm
FF
FIRST FOUNDATION ADVISORS
FIRST FOUNDATION ADVISORS | THE KELLER GROUP INVESTMENT MANAGEMENT, INC | FIRST FOUNDATION INVESTMENT MANAGEMENT
CRD#: 106075 / SEC#: 801-35973
RIA
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Contact information
Main Address
18101 Von Karman Ave Suite 700, Irvine, CA 92612-1051
Mailing Address
Phone number
(949) 476-0300
Established
Firm type
Fiscal year end
# of Employees
62
SEC notice filing (32 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,945 |
| AUM (Assets Under Management) | $ 5,445,880,088 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 11/26/2025 | ||
| 12/04/2024 | ||
| 09/27/2024 | ||
| 08/30/2023 | ||
| 02/28/2023 |
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.
