Sierra Investment Management Inc.

Sierra Investment Management Inc. (CRD# 106615) is a financial advisory firm headquartered in Santa Monica, CA. They manage $495,113,666 in 1,029 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    495
    MILLION
  • Total Number of Accounts
    1,029
    ACCOUNTS
  • Average Account Value
    $481,160
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, FL, NV, PA, TX, WA

Financial Advisors at Sierra Investment Management Inc.
Showing 1 - 10 of 12 top financial advisors.
1
Colin T. Barber
CRD#: 4238328
3420 Ocean Park Blvd, Ste 3060, Santa Monica, CA 90405

Colin Barber (CRD# 4238328) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 22 years of experience in the finance industry.

2
Jason G. Buck
CRD#: 2420923
3420 Ocean Park Blvd, Ste 3060, Santa Monica, CA 90405

Jason Buck (CRD# 2420923) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 28 years of experience in the finance industry.

3
Michael J. Cramer
CRD#: 6769239
20 Pacifica, Suite 340, Irvine, CA 92618

Michael Cramer (CRD# 6769239) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Irvine, CA and has over 5 years of experience in the finance industry.

4
Thomas Giardino
CRD#: 3178454
3420 Ocean Park Blvd, Ste 3060, Santa Monica, CA 90405

Thomas Giardino (CRD# 3178454) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 22 years of experience in the finance industry.

5
Adam C. Jaros
CRD#: 2904817
3420 Ocean Park Blvd, Ste 3060, Santa Monica, CA 90405

Adam Jaros (CRD# 2904817) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 24 years of experience in the finance industry. Adam Jaros 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.

6
Phyllis J. Leibman
CRD#: 729605
3420 Ocean Park Blvd., Suite 3060, Santa Monica, CA 90405

Phyllis Leibman (CRD# 729605) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 31 years of experience in the finance industry.

7
Samar Nasiri
CRD#: 5244270
3420 Ocean Park Blvd, Ste 3060, Santa Monica, CA 90405

Samar Nasiri (CRD# 5244270) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 14 years of experience in the finance industry. Samar Nasiri 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.

8
Gira Patel
CRD#: 4109493
3420 Ocean Park Blvd, Ste 3060, Santa Monica, CA 90405

Gira Patel (CRD# 4109493) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 6 years of experience in the finance industry.

9
Sean N. Pham
CRD#: 5092586
3420 Ocean Park Blvd, Ste 3060, Santa Monica, CA 90405

Sean Pham (CRD# 5092586) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Santa Monica, CA and has over 16 years of experience in the finance industry.

10
William F. Phillips Iii
CRD#: 3192254
Highland Park, IL

William Phillips Iii (CRD# 3192254) is an Investment Advisor Representative working at Sierra Investment Management Inc. in Highland Park, IL and has over 23 years of experience in the finance industry.

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