Mia Samson, financial advisor Santa Monica CA

Mia Samson

CRD Number: 7222246
Current Firm: Gerber Kawasaki Wealth & Investment Management

Mia Samson (CRD# 7222246) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Gerber Kawasaki Wealth & Investment Management Santa Monica, CA Nov 2019 - Current 2
Loyola Marymount University Los Angeles, CA Aug 2016 - May 2020 3
Loyola Marymount University Los Angeles, CA May 2018 - Dec 2019 1
Redwood High School Larkspur, CA Aug 2015 - Jun 2016 < 1
Ies Floridablanca Murcia, Sep 2014 - Jun 2015 < 1
Redwood High School Larkspur, CA Aug 2012 - Jun 2014 1
St. Anselm School St. Anselm, CA Aug 2009 - Jun 2012 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2022
Contact Info for Mia E. Samson
Phone Number: 310-399-6397
Firm Website: http://getinvested.me
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,028
    MILLIONS
  • Total Number of Accounts
    12,932
    ACCOUNTS
  • Average Account Value
    $156,850
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, FL, GA, HI, IA, ID, IL, IN, KS, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NH, NJ, NM, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, WA, WI

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