Brian Bucell, financial advisor Woodland Hills CA
88 score

Brian Bucell

CRD Number: 6091527
Current Firm: Steel Peak Wealth Management, LLC

Brian Bucell (CRD# 6091527) is an Investment Advisor Representative working at Steel Peak Wealth Management, LLC in Woodland Hills, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Steel Peak Wealth Management, LLC Woodland Hills, CA Aug 2014 - Current 2
Lincoln Financial Advisors Oxnard, CA Sep 2013 - Aug 2014 < 1
Pickles Deli & Restuarant Newbury Park, CA Apr 2006 - Aug 2013 7
Morgan Stanley Smith Barney Woodland Hills, CA Jun 2012 - Aug 2012 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Oct 2014
Contact Info for Brian M. Bucell
Phone Number: (818) 835-8720
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    465
    MILLIONS
  • Total Number of Accounts
    2,200
    ACCOUNTS
  • Average Account Value
    $211,548
Compensation Options
  • A percentage of assets under your management
  • 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)
Types of Clients
Registered States

AZ, CA, FL, NV, TX

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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