Sanyu
Banks

Bancwest Investment Services, Inc

CRD#5222861
Investment Advisor
in Beverly Hills, CA

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About this Advisor

Sanyu Banks is a financial advisor working out of Beverly Hills, California, with a total of 1 year of relevant experience. Banks is an advisor for Bancwest Investment Services, Inc. The advisor has gained experience at U.S. Bank, U.S. Bancorp Investments, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, California Lutheran University, Bank Of The West and Bancwest Investment Services, Inc. Banks maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to operate in California. Bancwest Investment Services, Inc is a financial advisory company that has its headquarters in Omaha, NE. It has offices in 440 locations and a total of 369 advisors. It handles $2 billion in total assets among its 9,062 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides services to six charitable organizations. Of its 9,062 customer accounts, just 7% belong to high-net-worth individuals who have at least $1 million in assets. Bancwest Investment Services, Inc provides a few services, such as portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial management depend on which services the firm provides the client. Fee types charged by Bancwest Investment Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

1 year

Services Offered

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

Fee Structure

Percentage of Assets

Office Location

9401 Wilshire Blvd
Beverly Hills, CA 90212

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Bancwest Investment Services, Inc Brokerage Details

Total Assets Under Management

$2,024,253,748

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

369

CA Average: 226
Total Number of Accounts

9,062

CA Average: 7,467
Average Account Size

$223,378

CA Average: $264,928

Investment Advisory Services

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

Sanyu Banks Work History

Sanyu has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Bank Of The West

2022 - Present (2 years)

Bancwest Investment Services, Inc

2018 - 2022 (4 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2013 - 2014 (1 year)

California Lutheran University

2010 - 2017 (7 years)

U.S. Bank

2010 - 2017 (7 years)

U.S. Bancorp Investments, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Sanyu Banks to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Bancwest Investment Services, Inc (Bwis)

Dale Malleck
Tempe, AZ
Ronald Fisher
Tempe, AZ
Linda Dougherty
Petaluma, CA
Tiffney Chang
Rowland Heights, CA
Ahmed Eid
Tempe, AZ
Julian Cruz
Stockton, CA
Todd Dunlap
Tempe, AZ
Jai Huynh
San Jose, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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