Hatem Dhiab, financial advisor Santa Monica CA

Hatem Dhiab

CRD Number: 4993585
Current Firm: Gerber Kawasaki Wealth & Investment Management

Hatem Dhiab (CRD# 4993585) 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.

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Company Name Location Dates Years
Lpl Financial LLC Santa Monica, CA Oct 2012 - Current 7
Gerber Kawasaki, Inc. Santa Monica, CA May 2010 - Current 9
Sagepoint Financial, Inc F/k/a Aig Financial Advisors Los Angeles, CA Oct 2005 - Oct 2012 7
Independent Capital Management Santa Monica, CA Jan 2005 - Jun 2010 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 2005
S66 NASAA Uniform Combined State Law Examination Aug 2006
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Hatem B. Dhiab
Phone Number: 310-399-6397
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    778
    MILLIONS
  • Total Number of Accounts
    13,767
    ACCOUNTS
  • Average Account Value
    $56,530
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

AZ, CA, CO, FL, HI, IL, LA, MA, MD, MI, NJ, NY, OR, TX, VA, WA

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