Bryan D Montemurro
Investment adviser representative at Two West Capital Advisors LLC
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$3.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
21 years in the industry.
- Two West Capital Advisors LLCMay 2020 to now
- RetireawareJan 2020 to May 2020
- Not EmployedNov 2019 to Jan 2020
- Valic Financial AdvisorsJul 2005 to Oct 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2005
State registrations
Registered as an investment adviser representative in 2 states (KS, TX).
Two West Capital Advisors LLC
$3.9BAssets managed
650Clients
16Advisers
14 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
- 4985134
- Firm CRD
- 154543