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Gerald Ira Clebanoff

WEST OAK CAPITAL, LLC·EAGLE, Idaho
Series 6, Series 63Clean record20 years registeredWEST OAK CAPITAL, LLC
1028 S. BRIDGEWAY PLACE, EAGLE, ID 83616CRD# 4188238Firm CRD# 128473

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Gerald Ira Clebanoff · EAGLE, ID
Registration
CRD #4188238 · WEST OAK CAPITAL, LLC · 20 years registered
Brand Profile
Not yet started
01

Career History

MERCER GLOBAL ADVISORS INC.
Sep 2025 – present
WEST OAK CAPITAL, LLC
May 2006 – Dec 2025
Westlake Village, CA
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Registration record
First registered · May 2, 2006
Years registered · 20
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEST OAK CAPITAL, LLC
CRD 128473 · SEC 801-62367
AUM
$440M
Regulatory assets under management
Employees
8
328 client accounts
Services offered by WEST OAK CAPITAL, LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at WEST OAK CAPITAL, LLC →
Introduction

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05

Frequently Asked Questions

What services does Gerald Ira Clebanoff offer?
Gerald Ira Clebanoff specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in EAGLE, Idaho for a consultation.
What are Gerald Ira Clebanoff's credentials?
Gerald Ira Clebanoff is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Gerald Ira Clebanoff located?
Gerald Ira Clebanoff is based in EAGLE, Idaho, working with WEST OAK CAPITAL, LLC. Their office serves clients in the EAGLE metropolitan area and surrounding communities.
How does Gerald Ira Clebanoff charge for services?
Gerald Ira Clebanoff's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEST OAK CAPITAL, LLC?
WEST OAK CAPITAL, LLC has approximately 8 employees and manages $440M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEST OAK CAPITAL, LLC

Byron Brand Snider
EAGLE, ID

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