Unclaimed Profile

Brian Lee Massey

MAR VISTA INVESTMENT PARTNERS, LLC·LOS ANGELES, California

Series 65Clean record26 years registeredMAR VISTA INVESTMENT PARTNERS, LLC

11150 SANTA MONICA BLVD, LOS ANGELES, CA 90025CRD# 4570398Firm CRD# 144906

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Brian Lee Massey · LOS ANGELES, CA

Registration

CRD #4570398 · MAR VISTA INVESTMENT PARTNERS, LLC · 26 years registered

Brand Profile

Not yet started

Career History

MAR VISTA INVESTMENT PARTNERS, LLC

Oct 2007 – present

ROXBURY CAPITAL MANAGEMENT LLC

Nov 1999 – Jul 2008

SANTA MONICA, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · November 25, 1999

Years registered · 26

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MAR VISTA INVESTMENT PARTNERS, LLC

CRD 144906 · SEC 801-68369

AUM

$2.3B

Regulatory assets under management

Employees

386 client accounts

Services offered by MAR VISTA INVESTMENT PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at MAR VISTA INVESTMENT PARTNERS, LLC →

Introduction

Speak with Brian

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Brian is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LOS ANGELES?

Browse all registered financial advisors in LOS ANGELES, California or claim this profile if it's yours.

Browse LOS ANGELES Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Brian Lee Massey offer?

Brian Lee Massey specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in LOS ANGELES, California for a consultation.

What are Brian Lee Massey's credentials?

Brian Lee Massey is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Brian Lee Massey located?

Brian Lee Massey is based in LOS ANGELES, California, working with MAR VISTA INVESTMENT PARTNERS, LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Brian Lee Massey charge for services?

Brian Lee Massey's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MAR VISTA INVESTMENT PARTNERS, LLC?

MAR VISTA INVESTMENT PARTNERS, LLC has approximately 17 employees and manages $2.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →