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Brett Howard Dulyea

First Foundation Advisors

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About Brett Howard Dulyea

Brett Howard Dulyea is a financial advisor with First Foundation Advisors. Brett has been in the financial services industry since 1998. Brett specializes in providing financial planning, portfolio management, and selection of other advisors for individuals, investment companies and charitable organizations. Brett is a Chartered Financial Analyst and holds Series 63, 65 and 7 licenses. Brett's experience includes working with Deutsche Bank Securities Inc., DB Trust Company Americas, and Fam Distributors, Inc. Brett is registered as an Investment Advisor Representative in California.

Firm Information

Brett Dulyea is currently registered with First Foundation Advisors. First Foundation Advisors is an investment advisor headquartered in Irvine, CA. The firm has been registered with the SEC since 2005 and manages over $5.25 billion in assets for a diverse clientele, including high-net-worth individuals, corporations, charitable organizations, and investment companies. They offer financial planning, portfolio management, and selection of other advisors.
First Foundation Advisors

18101 VON KARMAN AVE

IRVINE, CA 92612-1051

$5.25B

Assets Under Management

Not reported

Total Clients

31

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Brett Dulyea’s Registration & Firm History

CA

09/26/2024 - Present

First Foundation Advisors (LOS ANGELES CA)

CA

06/10/2013 - 10/24/2016

DEUTSCHE BANK SECURITIES INC. (LOS ANGELES CA)

NY

08/14/1998 - 07/27/2005

FAM DISTRIBUTORS, INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 07/09/2014

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 08/17/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/24/2016

SIE - Securities Industry Essentials Examination

BC

Issued 06/07/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Brett Howard Dulyea.
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