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Brett J Wakasa

Payden & Rygel

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About Brett J Wakasa

Brett Wakasa is an Investment Advisor Representative registered with Payden & Rygel. Brett has been in the industry since 2006. Brett is registered with the state of California and holds Series 66, Series 7 and SIE licenses. Brett has previously worked with PIMCO INVESTMENTS LLC, ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC and CAPITAL ANALYSTS, INCORPORATED.

Firm Information

Brett Wakasa is currently registered with Payden & Rygel. Payden & Rygel is a Los Angeles, California based firm specializing in portfolio management for individuals, businesses, and pooled investment vehicles, including pension and profit sharing plans, insurance companies, and investment companies. They manage over $142 billion in assets and have served a diverse client base, including high net worth individuals, charitable organizations, state and municipal government entities, and corporations.
Payden & Rygel

333 S. GRAND AVENUE

LOS ANGELES, CA 90071

$142.28B

Assets Under Management

Not reported

Total Clients

15

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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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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.

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portfolio management for pension and profit sharing plans

Portfolio management for pension and profit sharing plans

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 Wakasa’s Registration & Firm History

CA

01/24/2020 - Present

Payden & Rygel (LOS ANGELES CA)

CA

02/14/2011 - 01/23/2020

PIMCO INVESTMENTS LLC (NEWPORT BEACH CA)

CA

03/24/2008 - 02/14/2011

ALLIANZ GLOBAL INVESTORS DISTRIBUTORS LLC (NEWPORT BEACH CA)

CA

04/28/2006 - 11/06/2006

CAPITAL ANALYSTS, INCORPORATED (NEWPORT BEACH CA)

NY

01/12/2005 - 10/17/2005

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 02/02/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/2005

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brett J Wakasa.
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