Gayatri
Vyas

Sierra Investment Management Inc

CRD#4286408
Investment Advisor
in Santa Monica, CA

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Gayatri Vyas is a financial advisor operating out of Santa Monica, California who has 10 years of relevant experience. Vyas is on the advisory team at Sierra Investment Management Inc. Throughout their career, they have worked at First Call Staffing, Sierra Investment Management, Inc and Northern Lights Distributors, LLC. Vyas maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in California. Sierra Investment Management Inc is a financial advisory firm operating out of Santa Monica, CA. It oversees $416 million in assets under management among its 996 client accounts, making it one of the larger financial advisory firms in the United States by assets under management. The firm provides services to one charitable organizations. Of its 996 client accounts, 24% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The advisory firm offers portfolio management for individuals and small businesses. Fees charged by financial advisors largely vary depending on the type of services offered. However, fee types billed by Sierra Investment Management Inc most likely consist of some combination of asset-based and performance-based fees.

Certifications and Registrations

Series 66

Years Registered*

10 years

Services Offered

Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Performance-based Fees

Office Location

3420 Ocean Park Blvd, Ste 3060
Santa Monica, CA 90405

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Sierra Investment Management Inc Brokerage Details

Total Assets Under Management

$415,631,220

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

40

CA Average: 43
Total Number of Accounts

996

CA Average: 3,727
Average Account Size

$417,300

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses

Gayatri Vyas Work History

Gayatri has been registered as a financial advisor for 10 years.*

2013 - Present (11 years)

Sierra Investment Management, Inc

2013 - Present (11 years)

Northern Lights Distributors, LLC

2013 - 2013 (< 1 year)

First Call Staffing

*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 Gayatri Vyas 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 Sierra Investment Management Inc

Gayatri Vyas
Santa Monica, CA
Samar Nasiri
Santa Monica, CA
Michael Cramer
Irvine, CA
Thomas Giardino
Santa Monica, CA
Jason Buck
Santa Monica, CA
Colin Barber
Santa Monica, CA
Sean Pham
Santa Monica, CA
William Phillips Iii
Highland Park, IL

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started