Gary Grinberg, financial advisor Cardiff By The Sea CA
93 score

Gary Grinberg

CRD Number: 1381326
Current Firm: Vintage West Capital Management

Gary Grinberg (CRD# 1381326) is an Investment Advisor Representative working at Vintage West Capital Management in Cardiff By The Sea, CA and has over 31 years of experience in the finance industry.

Similar Advisors
Thomas Blottenberger, financial advisor Cardiff By The Sea CA
Thomas E. Blottenberger
CRD# 5769283
Park Avenue Securities LLC
Similar Advisors
Thomas Brenner, financial advisor Cardiff By The Sea CA
Thomas Brenner
CRD# 4458594
Nautilus Advisors LLC
Similar Advisors
John O'Reilly, financial advisor Cardiff By The Sea CA
John J. O'Reilly
CRD# 5212515
O'reilly Wealth Advisors
Company Name Location Dates Years
Vintage West Capital Management Cardiff By The Sea, CA Mar 2016 - Current < 1
Mutual Securities, Inc. Camarillo, CA Oct 2013 - Current 3
Morgan Stanley Smith Barney Rancho Sante Fe, CA Jun 2009 - Oct 2013 4
Morgan Stanley & Company, Incorporated Rancho Sante Fe, CA Apr 2007 - Jun 2009 2
Dean Witter Reynolds Inc. Escondido, CA Mar 1988 - Apr 2007 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1985
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Gary K. Grinberg
Phone Number: 858-397-5542
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States


Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.