Gary
Liska

Seia

CRD#2512188
Investment Advisor
in Los Angeles, CA
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About this Advisor

Gary Liska is a certified financial planner located in Los Angeles, California. Currently a registered advisor with Seia, Liska has a notable 24 years of work experience in the financial advisory industry. Liska has Series 63 and Series 65 licenses, designating the advisor as both a securities agent and an investment advisor representative. Liska is able to act as a financial advisor based out of California and Texas. During their career, the advisor has held roles at Signator Investors, Inc, Signature Estate & Investment Advisors and Royal Alliance Associates, Inc. Seia is headquartered in Los Angeles, California, and has six additional brick-and-mortar locations in the United States. As an advisory firm, Seia oversees $6 billion in assets throughout 10,210 accounts and retains more than 85 people. The firm's total assets under management places it among the largest firms in the United States. The firm manages 1,512 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 23% of the advisory firm's clients are high-net-worth individuals, meaning they have greater than $1 million in assets. Seia can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

24 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

2121 Avenue Of The Stars, Suite 1600
Los Angeles, CA 90067

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Seia Brokerage Details

Total Assets Under Management

$5,826,012,490

CA Average: $7,578,581,321
Total Number of Employees

85

CA Average: 43
Total Number of Accounts

10,210

CA Average: 3,727
Average Account Size

$570,618

CA Average: $2,033,427

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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 24 years of experience.

2018 - Present (1 years)

Royal Alliance Associates, Inc

1997 - Present (22 years)

Signature Estate & Investment Advisors

1994 - Present (25 years)

Signator Investors, Inc

Disclosures

Gary Liska has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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