Brian Gregory Sigler
Investment adviser representative at Westshore Wealth
11 yearsExperience
1 stateRegistered in
$662.4MFirm assets
9 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed 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
11 years in the industry.
- Westshore WealthSep 2024 to now
- UnemployedJan 2024 to Sep 2024
- Rm Securities, LLCJun 2023 to Jan 2024
- Mogul Securities, LLCSep 2019 to Oct 2020
- North Capital Private SecuritiesDec 2015 to Dec 2020
- Realty Mogul Co.May 2015 to Jan 2024
Exams passed
- Series 66 · Uniform Combined State Law2009
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Westshore Wealth
Legal name: Westshore Wealth, LLC
$662.4MAssets managed
207Clients
7Advisers
9 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
- 5697700
- Firm CRD
- 283843