Unclaimed Profile

Gavin Lowery Distasi

TOPEL & DISTASI WEALTH MANAGEMENT, LLC·BERKELEY, California

SIE, Series 7, Series 66Clean record23 years registeredTOPEL & DISTASI WEALTH MANAGEMENT, LLC

2907 CLAREMONT AVENUE, SUITE 111, BERKELEY, CA 94705CRD# 4622005Firm CRD# 285538

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Gavin Lowery Distasi · BERKELEY, CA

Registration

CRD #4622005 · TOPEL & DISTASI WEALTH MANAGEMENT, LLC · 23 years registered

Brand Profile

Not yet started

Career History

TOPEL & DISTASI WEALTH MANAGEMENT, LLC

Jan 2017 – present

LPL FINANCIAL LLC

Dec 2009 – Mar 2017

BERKELEY, CA

AMERIPRISE FINANCIAL SERVICES, INC.

Mar 2004 – Dec 2009

OAKLAND, CA

AMERICAN EXPRESS FINANCIAL ADVISORS, INC.

May 2003 – Feb 2004

SAN RAMON, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · May 12, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TOPEL & DISTASI WEALTH MANAGEMENT, LLC

CRD 285538 · SEC 801-120715

AUM

$286M

Regulatory assets under management

Employees

596 client accounts

Services offered by TOPEL & DISTASI WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TOPEL & DISTASI WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Gavin Lowery Distasi offer?

Gavin Lowery Distasi specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in BERKELEY, California for a consultation.

What are Gavin Lowery Distasi's credentials?

Gavin Lowery Distasi is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Gavin Lowery Distasi located?

Gavin Lowery Distasi is based in BERKELEY, California, working with TOPEL & DISTASI WEALTH MANAGEMENT, LLC. Their office serves clients in the BERKELEY metropolitan area and surrounding communities.

How does Gavin Lowery Distasi charge for services?

Gavin Lowery Distasi's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is TOPEL & DISTASI WEALTH MANAGEMENT, LLC?

TOPEL & DISTASI WEALTH MANAGEMENT, LLC has approximately 3 employees and manages $286M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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