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Brian Allan Schaffield

PARTNERS WEALTH MANAGEMENT, LLC·SANTA BARBARA, California
Clean recordPARTNERS WEALTH MANAGEMENT, LLC
1129 STATE STREET, SANTA BARBARA, CA 93924CRD# 1905309Firm CRD# 314816

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Brian Allan Schaffield · SANTA BARBARA, CA
Registration
CRD #1905309 · PARTNERS WEALTH MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Brian Allan Schaffield is a registered financial advisor based in SANTA BARBARA, California, affiliated with PARTNERS WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
PARTNERS WEALTH MANAGEMENT, LLC
THEPARTNERS WEALTH MANAGEMENT
AUM
$173M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at PARTNERS WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1905309
Firm CRD# 314816
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Brian Allan Schaffield offer?
Brian Allan Schaffield specializes in Financial Planning, Investment Management. Contact their office in SANTA BARBARA, California for a consultation.
What are Brian Allan Schaffield's credentials?
Brian Allan Schaffield is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Brian Allan Schaffield located?
Brian Allan Schaffield is based in SANTA BARBARA, California, working with PARTNERS WEALTH MANAGEMENT, LLC. Their office serves clients in the SANTA BARBARA metropolitan area and surrounding communities.
How does Brian Allan Schaffield charge for services?
Brian Allan Schaffield's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PARTNERS WEALTH MANAGEMENT, LLC?
PARTNERS WEALTH MANAGEMENT, LLC has approximately 7 employees and manages $173M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Debra Fordyce Popovich
SANTA BARBARA, CA
Justin Balas
MONTEREY, CA
Trevin Richard Kent
MONTEREY, CA

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Research
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