Matthew IantoscaCRD Number: 5507568
Current Firm: Gerber Kawasaki Wealth & Investment Management
Matthew Iantosca (CRD# 5507568) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 8 years of experience in the finance industry.
Jst Investment Consulting
Fried Asset Management, Inc.
|Lpl Financial||Santa Monica, CA||Oct 2012 - Current||4|
|Gerber Kawasaki, Inc.||Santa Monica, CA||Jun 2010 - Current||7|
|Sagepoint Financial, Inc.||Phoenix, AZ||Jan 2009 - Oct 2012||3|
|Independent Capital Management||Santa Monica, CA||Nov 2008 - Jun 2010||1|
|Aig Financial Advisors Inc.||Woodland Hills, CA||Sep 2008 - Jan 2009||< 1|
|Morgan Stanley||Woodland Hills, CA||Mar 2008 - Aug 2008||< 1|
|E-sports Service||Los Angeles, CA||Jun 2007 - Mar 2008||< 1|
|Loyola Marymount University||Los Angeles, CA||Aug 2003 - May 2007||3|
|Vector Resources||Torrance, CA||Nov 2006 - Apr 2007||< 1|
|Unemployed||Unemployed, CA||Jan 2006 - Nov 2006||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2008|
|S66||NASAA Uniform Combined State Law Examination||Sep 2009|
Total Assets Under Management301MILLIONS
Total Number of Accounts1,928ACCOUNTS
Average Account Value$155,955
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
CA, NY, WA
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.