Unclaimed Profile

Danilo Kawasaki

GERBER KAWASAKI, INC.·SANTA MONICA, California

SIE, Series 6, Series 7, Series 24, Series 51, Series 63, Series 66CFPClean record21 years registeredGERBER KAWASAKI, INC.

2716 OCEAN PARK BLVD #2020-2022, SANTA MONICA, CA 90405CRD# 4494546Firm CRD# 153649

Profile Verification

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

Identity

Danilo Kawasaki · SANTA MONICA, CA

Registration

CRD #4494546 · GERBER KAWASAKI, INC. · 21 years registered

Brand Profile

Not yet started

Career History

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

Jul 2010 – present

INDEPENDENT CAPITAL MANAGEMENT

Mar 2005 – Jun 2010

SANTA MONICA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 7

Series 24

Series 51

Series 63

Series 66

Registration record

First registered · March 8, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

GERBER KAWASAKI, INC.

CRD 153649 · SEC 801-79339

AUM

$2.6B

Regulatory assets under management

Employees

17,360 client accounts

Services offered by GERBER KAWASAKI, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

View all advisors at GERBER KAWASAKI, INC. →

Introduction

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Frequently Asked Questions

What services does Danilo Kawasaki offer?

Danilo Kawasaki specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SANTA MONICA, California for a consultation.

What are Danilo Kawasaki's credentials?

Danilo Kawasaki holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Danilo Kawasaki located?

Danilo Kawasaki is based in SANTA MONICA, California, working with GERBER KAWASAKI, INC.. Their office serves clients in the SANTA MONICA metropolitan area and surrounding communities.

How does Danilo Kawasaki charge for services?

Danilo Kawasaki's firm is compensated through percentage of aum, hourly charges, subscription fees, other: third-party advisory fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is GERBER KAWASAKI, INC.?

GERBER KAWASAKI, INC. has approximately 48 employees and manages $2.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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