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Bryan Thomas Whalen

METROPOLITAN WEST ASSET MANAGEMENT LLC·LOS ANGELES, California
SIE, Series 3, Series 7, Series 63CFAClean recordMETROPOLITAN WEST ASSET MANAGEMENT LLC
515 SOUTH FLOWER STREET, LOS ANGELES, CA 90071CRD# 2779822Firm CRD# 104571

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bryan Thomas Whalen · LOS ANGELES, CA
Registration
CRD #2779822 · METROPOLITAN WEST ASSET MANAGEMENT LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 3
Series 7
Series 63
Registration record
Professional designation · CFA
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
METROPOLITAN WEST ASSET MANAGEMENT LLC
CRD 104571 · SEC 801-53332
AUM
$102.8B
Regulatory assets under management
Employees
348
146 client accounts
Services offered by METROPOLITAN WEST ASSET MANAGEMENT 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 METROPOLITAN WEST ASSET MANAGEMENT LLC →
Introduction

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Frequently Asked Questions

What services does Bryan Thomas Whalen offer?
Bryan Thomas Whalen specializes in Investment Management, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.
What are Bryan Thomas Whalen's credentials?
Bryan Thomas Whalen holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Bryan Thomas Whalen located?
Bryan Thomas Whalen is based in LOS ANGELES, California, working with METROPOLITAN WEST ASSET MANAGEMENT LLC. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.
How does Bryan Thomas Whalen charge for services?
Bryan Thomas Whalen's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is METROPOLITAN WEST ASSET MANAGEMENT LLC?
METROPOLITAN WEST ASSET MANAGEMENT LLC has approximately 348 employees and manages $102.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at METROPOLITAN WEST ASSET MANAGEMENT LLC

Tad Rivelle
LOS ANGELES, CA
David Stephen Devito
LOS ANGELES, CA
Laird Ridings Landmann
LOS ANGELES, CA
Stephen Michael Kane
LOS ANGELES, CA

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Research
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