Bart Albrigo, financial advisor Beverly Hills CA
58 score

Bart Albrigo

CRD Number: 1791615
Current Firm: Beverly Hills Wealth Management, LLC

Bart Albrigo (CRD# 1791615) is an Investment Advisor Representative working at Beverly Hills Wealth Management, LLC in Beverly Hills, CA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Feb 2012 - Current 4
Beverly Hills Wealth Management, LLC Beverly Hills, CA Jan 2012 - Current 4
Morgan Stanley Smith Barney Surprise, AZ Jun 2009 - Jan 2012 2
Morgan Stanley & Company, Incorporated Beverly Hills, CA Apr 2007 - Jan 2012 4
Dean Witter Reynolds Inc. Beverly Hills, CA Feb 1998 - Apr 2007 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1988
S65 NASAA Investment Advisors Law Examination Dec 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Employer Dispute
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Bart R. Albrigo
Phone Number: (310) 859-1600
Firm Website: http://www.bhwm.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    289
    MILLIONS
  • Total Number of Accounts
    811
    ACCOUNTS
  • Average Account Value
    $356,865
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States

AZ, CA, FL, LA, NV, NY, TX

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BADGES
58

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