Elijah Souza, financial advisor Santa Monica CA
93 score

Elijah Souza

CRD Number: 5553426
Current Firm: Gerber Kawasaki Wealth & Investment Management

Elijah Souza (CRD# 5553426) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 9 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Santa Monica, CA Oct 2012 - Current 5
Gerber Kawasaki, Inc. Santa Monica, CA Sep 2010 - Current 7
Sagepoint Financial Santa Monica, CA Sep 2010 - Oct 2012 2
Kurtzman Carson Consultants Los Angeles, CA Jun 2009 - Sep 2010 1
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Ameriprise Financial Services Inc. Los Angeles, CA Jun 2008 - Jan 2009 < 1
Loyola Mary Mount University Los Angeles, CA Sep 2004 - May 2008 3
Loyola Marymount University Los Angeles, CA Aug 2004 - May 2008 3
Clark County Da's Office Las Vegas, NV May 2007 - Aug 2007 < 1
W2w Sports London, Feb 2007 - May 2007 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2008
Contact Info for Elijah J. Souza
Phone Number: 310-399-6397
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
  • 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


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This advisor has a clean track record with regulators.

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