Lisa Westermark has held the title Member at Beverly Hills Private Wealth since October 2022, is not listed as a control person, but directly owns between 5% and 10% of the firm. Lisa Westermark holds a Bachelor of Fine Arts in Musical Theatre from Cincinnati College-Conservatory of Music.
Beverly Hills Private Wealth, LLC is a Beverly Hills, CA firm with $912M under management, 250 clients and 6 advisers in one office, as of its March 2026 filing.
Lisa Westermark is Partner, Co-Founder of Beverly Hills Private Wealth. Lisa advises individuals and families across generations and regularly meets with the adult children and grandchildren of long-standing clients to define goals, implement investment plans and teach the fundamentals of financial literacy. She hosts educational seminars on the financial challenges and opportunities women face at different life stages.
Lisa Westermark’s longest registration was 4 years at Merrill Lynch, Pierce, Fenner & Smith Incorporated (2018–2022). Before joining Beverly Hills Private Wealth in 2022, Lisa Westermark was registered through Merrill Lynch, Pierce, Fenner & Smith Incorporated.
- – present · 4 yearsBeverly Hills, CA · Adviser representative · Firm CRD 321132
- Merrill Lynch, Pierce, Fenner & Smith Incorporated– · 4 yearsBeverly Hills, CA · Adviser representative · Firm CRD 7691
Professional designations
Listed by Beverly Hills Private Wealth
- Chartered Financial Consultant (ChFC®)
Investment adviser representative registrations
Lisa Westermark is registered as an investment adviser representative in 2 states. Each was approved in October 2022.
- CaliforniaSince 10 October 2022
- TexasSince 7 October 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 12 February 2018 |
| Series 7 | General Securities Representative Examination | 19 October 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Lisa Madeleine Westermark
- CRD
- 6187514
- Firm
- Beverly Hills Private Wealth · CRD 321132
- Role
- Member
- Office
- 350 S. BEVERLY DRIVE, SUITE 360, Beverly Hills, CA 90212
- Registration
- Investment adviser registration
- In the industry since
- October 2017
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bhpw.com
Where does Lisa Westermark work?
Lisa Westermark has held the title Member at Beverly Hills Private Wealth, LLC since October 2022.
Is Lisa Westermark a financial advisor?
Yes. Lisa Westermark has a current investment-adviser registration in California and Texas, through Beverly Hills Private Wealth since October 2022.
How many years of experience does Lisa Westermark have?
Lisa Westermark has 9 years in the financial industry, since October 2017, across 2 adviser firms.
What exams has Lisa Westermark passed?
Lisa Westermark has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in October 2017. FINRA credited Lisa Westermark with the SIE, which began in October 2018.
Where is Lisa Westermark based?
Lisa Westermark’s registered office is in Beverly Hills, CA.
Is Lisa Westermark registered with FINRA?
No. Lisa Westermark has no current broker registration.
How can I verify Lisa Westermark’s record?
Search CRD 6187514 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Lisa Westermark’s full registration record.
