Matthew Iantosca, financial advisor Santa Monica CA
93 score

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 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial Santa Monica, CA Oct 2012 - Current 4
Gerber Kawasaki, Inc. Santa Monica, CA Jun 2010 - Current 6
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
Contact Info for Matthew Iantosca
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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