Danilo Kawasaki, financial advisor Santa Monica CA
96 score

Danilo Kawasaki

CRD Number: 4494546
Current Firm: Gerber Kawasaki Wealth & Investment Management

Danilo Kawasaki (CRD# 4494546) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 14 years of experience in the finance industry. Danilo Kawasaki has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial LLC Santa Monica, CA Oct 2012 - Current 4
Gerber Kawasaki, Inc. Santa Monica, CA Jun 2010 - Current 6
Sagepoint Financial, Inc. Phoenix, AZ Mar 2002 - Oct 2012 10
Icm Santa Monica, CA Mar 2002 - May 2010 8
Sagepoint Financial Phoenix, AZ Oct 2005 - Jan 2009 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2002
S66 NASAA Uniform Combined State Law Examination Feb 2003
Contact Info for Danilo Kawasaki
Phone Number: 310-399-6397
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    301
    MILLIONS
  • Total Number of Accounts
    1,928
    ACCOUNTS
  • Average Account Value
    $155,955
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA, NY, WA

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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