Skip to content

Brian Lee Massey

Investment adviser representative at Mar Vista Investment Partners, LLC
19 yearsExperience
2 statesRegistered in
CFADesignation
$1.1BFirm assets

Are you Brian Lee Massey? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

19 years in the industry.

  1. Mar Vista Investment Partners, LLCOct 2007 to now

Designations

  • CFA

Exams passed

  • Series 65 · Uniform Investment Adviser Law1999

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

Mar Vista Investment Partners, LLC

$1.1BAssets managed
165Clients
4Advisers
19 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
4570398
Firm CRD
144906
Advisor's SEC record (opens in a new tab)
CallContact this firm