Financial advisers in Westlake Village, California
31 profiles with reported offices in Westlake Village, California. Explore advisers’ roles, firms and public regulatory records.
Adviser profiles
- Jack NoeManaging PartnerOak Asset ManagementCRD 1226622
- Janet RobinsonManaging PartnerOak Asset ManagementCRD 1260217
Marsha RoubidouxInvestment adviser representativeZephyr Investment ManagementCRD 1266597- Charles RussoPresident & Chief Compliance OfficerClassic Financial & Insurance ServicesCRD 1426442
- Steven CowleyChief Investment OfficerOne Capital ManagementCRD 1580108
- Kristin HortonPresident and Chief Compliance OfficerHaven Capital GroupCRD 1987375
- John LeachManaging MemberCalabasas Advisory GroupCRD 2318394
- Patrick BowenPresidentOne Capital ManagementCRD 2601600
- Steven CarmandalianOwner & Chief Compliance OfficerCarmandalian Financial GroupCRD 2713564
- Thomas RobertsonManaging Partner and Chief Compliance OfficerOak Asset ManagementCRD 2787862
- Jason SemelengManaging Member & Chief Compliance OfficerCalabasas Advisory GroupCRD 2901578
Cheryl MunozPresident, CCOZephyr Investment ManagementCRD 3136964- Donald McDonaldManaging DirectorOne Capital ManagementCRD 3271670
- Montague Guild,jr.FounderGuild Investment ManagementCRD 4362959
- Anthony DanaherPresident, Chief Compliance OfficerGuild Investment ManagementCRD 4363077
- Bradley ChapmanManaging MemberOpus Private Wealth GroupCRD 4457480
- Dan StridsbergManaging DirectorOne Capital ManagementCRD 4709834
- Aaron JasperChief Executive Officer/ChairmanMutual AdvisorsCRD 5016734
Vanessa MooreInvestment adviser representativeZephyr Investment ManagementCRD 5539946- Nicholas DamianiChief Administrative OfficerMutual AdvisorsCRD 5669491
- Jonathan FershtInvestment adviser representativeKelsey FinancialCRD 5799239
Brandon BermanPrincipal & Managing MemberTotal Wealth ServicesCRD 5911138
Keith GrayChief Operations Officer & Chief Compliance OfficerTotal Wealth ServicesCRD 6036964- David TrejoInvestment adviser representativeTotal Wealth ServicesCRD 6086356
- Joseph MigdolInvestment adviser representativeTotal Wealth ServicesCRD 6187602
- Jacob FerryInvestment adviser representativeTotal Wealth ServicesCRD 7541338
- Stephen EgnatchikInvestment adviser representativeKelsey FinancialCRD 7852978
- Jason MillerInvestment adviser representativeProsperitas FinancialCRD 8135447
- Nicholas GiannakopoulosInvestment adviser representativeTotal Wealth ServicesCRD 8182352
- David LesserInvestment adviser representativeShelter Wealth StrategiesCRD 8288490
- Ivan TokarevInvestment adviser representativeTotal Wealth ServicesCRD 8317303
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.