Gary
Liska
Seia
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About this Advisor
Gary Liska is a certified financial planner operating out of Los Angeles, California with a total of 26 years of relevant experience. Liska is an employee of Seia. Over the course of their career, they have held roles at Signator Investors, Inc, Signature Estate & Investment Advisors and Royal Alliance Associates, Inc. Liska holds Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to work in California, Michigan and Texas. Seia is a financial advisory company headquartered in Los Angeles, CA. The firm has offices in 12 locations and a total of 98 people on staff. It has $12 billion in assets between its 17,180 client accounts, making it one of the biggest firms in the country by assets under management. The firm serves 16 charitable organizations. Of its 17,180 accounts, 62% are held by high-net-worth clients who have more than $1 million in assets available to invest. Seia provides a wide assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. Fees charged by financial advisors vary depending on the type of financial services provided. Fee types billed by Seia likely consist of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Seia Brokerage Details
$11,665,897,705
98
17,180
$679,039
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Educational seminars/workshops
Gary Liska Work History
Gary has been registered as a financial advisor for 26 years.*
Royal Alliance Associates, Inc
Signature Estate & Investment Advisors
Signator Investors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Gary Liska to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Seia
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
Houston, TX
Los Angeles, CA
Irvine, CA
Redondo Beach, CA
Redondo Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
