BO
BO

Brian William Ott

12 Years of Experience
May Earn Commission
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net WorthBusiness Owners
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
299 clients
Average Client Portfolio
$3.7M average
Assets Under Management
$1.1B

Fee Structure

Minimum Investment:$1M
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Location

1980 Festival Plaza Drive, Suite 300, Las Vegas, NV, 89135

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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.

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Other Business Activities

Brian has an active Real Estate Salesperson license in Georgia and is affiliated with Parker Scott Realty LLC since August 2023. He spends about 10% of his time on this activity.

Employment History
Current Registrations
One Wealth Map, LLC
June 2021 - Present · 4 yrs 8 mos
Previous Registrations
Citizens Investment Services
December 2019 - November 2020 · 11 mos
Citizens Securities, INC.Broker
December 2019 - November 2020 · 11 mos
Eagle Strategies LLC
August 2018 - December 2019 · 1 yr 4 mos
Nylife Securities LLCBroker
July 2018 - December 2019 · 1 yr 5 mos
Surepath Wealth Management
September 2016 - July 2018 · 1 yr 10 mos
Eagle Strategies LLC
June 2016 - August 2016 · 2 mos
Nylife Securities LLCBroker
February 2013 - August 2016 · 3 yrs 6 mos
State Registrations1 state
GA
Advisor
Exams
No exam information available for this advisor.