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Bryan Forbes Mccollam

Advisor at UBS Financial Services — Tahoe City, CA

Updated today

Credentials

Series 63, Series 66

Experience

37 years

Location

Tahoe City, CA

UBS Financial Services logo

UBS Financial Services

Institution

Total advisors

9,326

Across 990 offices

Clients per advisor

118 High

Avg AUM per client

$693,691 High

HNW client ratio

78% Very High

About

Bryan Mccollam is a financial advisor with UBS Financial Services in Tahoe City, CA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has been with UBS Financial Services since 2013. Outside of his advisory role, he serves on the Board of Directors for the Los Gatos Little League, where he is involved in fundraising efforts. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and providing a range of financial planning, portfolio management, and capital markets solutions.

Client services

Based on UBS Financial Services

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops Security ratings or pricing

Expertise

Based on UBS Financial Services

General retirement planning Cash flow / budgeting Equity compensation tax strategy

Occupation focus

Based on UBS Financial Services

Executive Founder/Business Owner

Demographic focus

Based on UBS Financial Services

Mid-Career Professionals Approaching retirement

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Fee options

Commissions

Commissions for securities transactions, including equities, mutual funds, ETFs, and insurance products

Other

Minimum fee: General range $500 to $50,000, typically $1,000 to $10,000; fees greater than $50,000 and up to $100,000 may be permitted for complex situations

Location

See office

Tahoe City, CA

Tahoe City CA

Advisors at this office

1

Most active in

California · Texas

Work history

37 years of industry experience

UBS financial Services INC

2013 - Present • 13 years

Los Gatos, CA

Morgan Stanley & Co. LLC

2007 - 2008 • 1 year

San Jose, CA

Morgan Stanley Dw Inc.

1997 - 2007 • 10 years

San Jose, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Evan S

Series 65

Alpine Meadows, CA

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Evan Salke is the sole advisor at Alpine Peaks Consulting in Alpine Meadows, CA, holding a Series 65 designation with 15 years of industry experience. He has a long career background including roles at River Ranch Lodge and ongoing involvement with Salke Consulting and Alpine Meadows Ski Corp. Outside of investment advisory, he provides IT consulting, small business accounting, database setup, and web design through his firm. Alpine Peaks Consulting serves individuals, high net worth clients, families, and privately owned businesses, offering financial planning, investment analysis, and portfolio construction. The firm combines fundamental and technical analysis with tailored recommendations and conducts regular account reviews, managing most assets on a non-discretionary basis while also providing non-investment consulting services such as cash flow management and IT system support.

Cash flow / budgeting Founder/Business Owner
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Alexander H

CFP®, Series 65

Zephyr Cove, NV

La Loma Capital

Alexander Henderson is a CFP® with six years of experience in the financial industry. He is the sole advisor at La Loma Capital, an independent firm based in Zephyr Cove, NV. Henderson has been self-employed since 2008. La Loma Capital is a boutique asset manager serving primarily high-net-worth individuals and trusts with discretionary portfolio management. The firm employs a global macro investment strategy that combines fundamental and technical analysis to create diversified, multi-asset portfolios, often utilizing index exposures along with long and short positions.

Active portfolio management
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John S

Series 63, Series 65

Incline Village, NV

Sullivan Capital Management

John Sullivan is the sole advisor at Sullivan Capital Management in Incline Village, Nevada. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. Sullivan Capital Management has been continuously operating since 1984. The firm provides discretionary portfolio management for individuals and select institutions, focusing on U.S. stocks, ETFs, bonds, mutual funds, and money market instruments. Its investment approach combines fundamental and technical analysis with proprietary algorithms, emphasizing active, risk-aware management and diversification through broad-market ETFs alongside concentrated individual stock positions.

Active portfolio management Concentrated stock management Tax-loss harvesting Income planning
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Erin A

CFP®, Series 65

Incline Village, NV

Atlas Peak Advisors, Inc.

Erin Anderson is a CFP® and Series 65 credentialed financial advisor with 13 years of industry experience. She is the founder and sole advisor at Atlas Peak Advisors, Inc., an independent firm based in Incline Village, NV, where she has worked since 2013. Atlas Peak Advisors provides discretionary investment management and financial planning primarily for individuals and high-net-worth clients, as well as corporate and business clients. The firm employs a conservative, low-risk, top-down investment approach that integrates financial planning with portfolio management and offers specialized business-oriented planning services.

General retirement planning Charitable giving & philanthropy Cash flow / budgeting
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Stephen C

Series 65

Incline Village, NV

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Stephen Conte is the sole advisor at Conte Asset Management, LLC in Incline Village, NV, holding a Series 65 credential with nine years of industry experience. He previously worked at Presidio Capital Advisors LLC and Shepherd Kaplan LLC. Outside of his advisory role, he serves as CFO of Blue Sky Corporate Ranch, LLC, a hospitality business. Conte Asset Management provides portfolio management services focused on high-net-worth individuals, tailoring investment recommendations based on client goals, time horizon, tax situation, and risk tolerance. The firm employs a combination of fundamental and quantitative analysis with an emphasis on long-term trading across diverse asset classes.

Wealth management Real estate investing Private / alternative investments
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David V

Series 65

Incline Village, NV

Vomund Investment Management, LLC

David Vomund is the sole advisor at Vomund Investment Management, LLC in Incline Village, NV. He holds a Series 65 designation and has 27 years of industry experience. He has operated Vomund Investment Services since 1993. Vomund Investment Management provides discretionary asset and portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm uses a combination of fundamental and technical analysis along with a proprietary, computer-generated style-rotation strategy for ETFs, alongside a Reduced Risk Income program focused on income generation through high-yield preferreds, floating-rate funds, bonds, and dividend-paying stocks.

Passive / index investing Active portfolio management Income planning
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