BL
Brian Lee Massey
CRD 4570398
Chartered Financial Analyst
Firms
| Firm | Role | As of |
|---|---|---|
| Mar Vista Investment Partners, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Mar Vista Investment Partners, Llc
President, Board Member, Common Member · Less than 5% · Nov 2024
-
Mar Vista Investment Partners, Llc
Trustee · 50% – 75% · Nov 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗