BS
BS

Bryan S Sims

7 Years of Experience
Broker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
108 advisors
Number of Clients
1,638 clients
Average Client Portfolio
$972K average
Assets Under Management
$1.6B

Fee Structure

Minimum Investment:$50K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M0.01%
$1M+0.01%

Fees are negotiable in certain circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$500
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Location

100 Wilshire Boulevard, Suite 1900, Santa Monica, CA, 90401

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
City National Securities, INC.Broker
September 2025 - Present · 5 mos
City National Securities, INC.
September 2025 - Present · 5 mos
City National Securities, INC.
September 2025 - Present · 5 mos
Previous Registrations
Morgan Stanley
December 2024 - September 2025 · 9 mos
Morgan StanleyBroker
December 2024 - September 2025 · 9 mos
J.P. Morgan Securities LLCBroker
September 2023 - July 2024 · 10 mos
First Republic Securities Company, LLCBroker
September 2023 - September 2023 · 0 mos
Wells Fargo Clearing Services, LLC
August 2014 - November 2017 · 3 yrs 3 mos
Wells Fargo Clearing Services, LLCBroker
March 2014 - November 2017 · 3 yrs 8 mos
Stockcross Financial Services, INC.Broker
December 2011 - January 2014 · 2 yrs 1 mo
State Registrations51 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.