Thomas Donnelly, financial advisor Santa Monica CA

Thomas Donnelly

CRD Number: 6550494
Current Firm: Gerber Kawasaki Wealth & Investment Management

Thomas Donnelly (CRD# 6550494) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 5 years of experience in the finance industry. Thomas Donnelly 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 Wealth & Investment Management Santa Monica, CA Jun 2020 - Current < 1
Adviceperiod, LLC Los Angeles, CA Feb 2017 - Jun 2020 3
Calamus Financial Planning Los Angeles, CA Feb 2015 - Feb 2017 2
Unemployed Los Angeles, CA Sep 2014 - Jan 2015 < 1
James Randi Education Foundation Los Angeles, CA Jan 2011 - Aug 2014 3
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2015
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.

Get Details on the FINRA Advisor Check site
Contact Info for Thomas E. Donnelly
Phone Number: 310-399-6397
Firm Website: http://getinvested.me
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    1,807
    MILLIONS
  • Total Number of Accounts
    17,492
    ACCOUNTS
  • Average Account Value
    $103,280
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, CT, DC, FL, GA, HI, IL, IN, LA, MA, MD, MI, MN, NC, NH, NJ, NM, NV, NY, OH, OR, PA, TN, TX, VA, WA, WI

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