Michael
Westby

Bancwest Investment Services, Inc

CRD#5443565
Investment Advisor
in Tempe, AZ

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About this Advisor

Michael Westby is an investment advisor who is based out of Tempe, Arizona. Currently an advisor at Bancwest Investment Services, Inc, Westby has 11 years of work experience. Westby has Series 63 and Series 66 licenses, qualifying the advisor as a securities broker. Westby is able to operate based out of Arizona. Throughout their career, they have worked at The Vanguard Group, Merrill Lynch, Pierce, Fenner & Smith Inc, Pfs Investments Inc, Primerica Financial Services, Bank Of America, N.A, Bank Of The West and Bancwest Investment Services, Inc. Bancwest Investment Services, Inc is headquartered in Tempe, Arizona, and has 525 additional brick-and-mortar locations in the nation. As a registered advisory firm, Bancwest Investment Services, Inc manages $2 billion in assets dispersed across 7,801 accounts and employs more than 358 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, meaning the advisor has the authority to make all investment decisions. Currently 2% of the advisor firm's customers are high-net-worth individuals, meaning they have more than $1 million in investable assets. Bancwest Investment Services, Inc provides portfolio management for individuals and small businesses, selection of other advisers and other services. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years of Experience

11 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers, Other

Fee Structure

Percentage of Assets

Disclosures

No

Office Location

1625 W Fountainhead Pkwy 9Th Flr
Tempe, AZ 85282

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$1,531,290,151

AZ Average: $1,978,216,465
Total Number of Employees

361

AZ Average: 226
Total Number of Accounts

8,147

AZ Average: 7,467
Average Account Size

$187,958

AZ Average: $264,928

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Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers
  • Other

Michael Westby Work History

Michael has 11 years of experience.

2018 - Present (1 year)

Bank Of The West

2018 - Present (1 year)

Bancwest Investment Services, Inc

2013 - 2018 (5 years)

Bank Of America, N.A

2012 - 2018 (6 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2012 - 2012 (< 1 year)

Pfs Investments Inc

2012 - 2012 (< 1 year)

Primerica Financial Services

2007 - 2012 (5 years)

The Vanguard Group

Disclosures

Michael Westby has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

Viviana Bigolin
La Jolla, CA
Ernesto Rodriguez
Tempe, AZ
Tara Kimmins
Newport Beach, CA
Nathan Vandas
Aurora, CO
Joseph Dadashadeh
Meridian, ID
Deny Delgadillo
Pasadena, CA
Stephane Johnston
New York, NY
Tony Tat Yan Lam
Pasadena, CA

This content was compiled from the SEC and FINRA.

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