Matthew Iantosca, financial advisor Santa Monica CA

Matthew Iantosca

CRD 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 15 years of experience in the finance industry. Matthew Iantosca 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
Gerber Kawasaki, Inc. Santa Monica, CA Jun 2010 - Current 13
Lpl Financial LLC Santa Monica, CA Oct 2012 - Jul 2021 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 2008
S66 NASAA Uniform Combined State Law Examination Sep 2009
Contact Info for Matthew Iantosca
Phone Number: 310-399-6397
Firm Website: http://getinvested.me
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,195
    MILLIONS
  • Total Number of Accounts
    14,394
    ACCOUNTS
  • Average Account Value
    $152,462
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 investment companies (as well as "business development companies")
  • 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

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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