Financial advisers in Beverly Hills, California
23 profiles with reported offices in Beverly Hills, California. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Marshall JaffeManager/Chief Compliance OfficerJaffe Asset ManagementCRD 827555
Scott ShagrinManaging DirectorBeverly Hills Private WealthCRD 1162316
Michael AndersonInvestment adviser representativeThe L. Warner CompaniesCRD 1897303
Jacques SoenensCCO, CEO and Managing MemberGreat Gable AdvisorsCRD 2228974- Amir NavabWealth ManagerGreat Gable AdvisorsCRD 2437020
- Damion SmithInvestment adviser representativeGreat Gable AdvisorsCRD 2742796
Ira RavitzChief ComplianceBeverly Hills Private WealthCRD 2922734- Antoine SoumaManaging PartnerGalliott Capital AdvisorsCRD 4210987
Joseph O'BoylePresident and Chief Compliance OfficerO'Boyle Wealth ManagementCRD 4628385
Scott LewisChief Compliance Officer & Portfolio ManagerLewis Capital ManagementCRD 4918055- Zenia DelgadoCOO/ CCOGalliott Capital AdvisorsCRD 5061089
- Ahsoo AhnCAOGalliott Capital AdvisorsCRD 5369193
Bradley HammermanInvestment adviser representativeBeverly Hills Private WealthCRD 5407320
Lisa WestermarkMemberBeverly Hills Private WealthCRD 6187514- Carol O'BoyleInvestment adviser representativeO'Boyle Wealth ManagementCRD 6231965
- Colm OboyleInvestment adviser representativeO'Boyle Wealth ManagementCRD 6385909
- Azelia BetancourtInvestment adviser representativeGalliott Capital AdvisorsCRD 6406979
- Ala SmochinskyInvestment adviser representativeThe L. Warner CompaniesCRD 6641865
Nick NejadInvestment adviser representativeBeverly Hills Private WealthCRD 6787338
Sam NamiriInvestment adviser representativeRidgewood InvestmentsCRD 6892304- Andrew FullerInvestment adviser representativeBeverly Hills Private WealthCRD 7268562
- James McClureInvestment adviser representativeO'Boyle Wealth ManagementCRD 7301580
Shayan LankaraniInvestment adviser representativeO'Boyle Wealth ManagementCRD 7621725
Locations reflect the office in each adviser’s sourced profile, rather than their firm’s headquarters or the states where they hold registrations. Profiles without a reported office remain in the main directory. Source dates and links appear on each profile. How this directory is compiled.