Zachary Bainter, financial advisor Santa Monica CA

Zachary Bainter

CRD Number: 5675357
Current Firm: Gerber Kawasaki Wealth & Investment Management

Zachary Bainter (CRD# 5675357) is an Investment Advisor Representative working at Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA and has over 13 years of experience in the finance industry. Zachary Bainter 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 12
Lpl Financial LLC Santa Monica, CA Oct 2012 - Dec 2020 8
Sagepoint Financial, Inc. Santa Monica, CA Jun 2009 - Oct 2012 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2009
S66 NASAA Uniform Combined State Law Examination Apr 2010
Contact Info for Zachary V. Bainter
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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