Unclaimed Profile

Brian Allan Schaffield

PARTNERS WEALTH MANAGEMENT, LLC·SANTA BARBARA, California

Series 65Clean record20 years registeredPARTNERS 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 · 20 years registered

Brand Profile

Not yet started

Career History

SUMMA CAPITAL MANAGEMENT LLC

Jul 2006 – present

THEPARTNERS WEALTH MANAGEMENT

Mar 2023 – Jul 2023

Santa Barbara, CA

THEPARTNERS WEALTH MANAGEMENT

Mar 2022 – Dec 2022

Santa Barbara, CA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 6, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PARTNERS WEALTH MANAGEMENT, LLC

CRD 314816 · SEC 801-122637

AUM

$173M

Regulatory assets under management

Employees

565 client accounts

Services offered by PARTNERS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PARTNERS WEALTH MANAGEMENT, LLC →

Introduction

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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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