Hatem
Dhiab
Gerber Kawasaki Wealth & Investment Management
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About this Advisor
Hatem Dhiab is a certified financial planner based out of Santa Monica, California who has 13 years of relevant experience. Dhiab currently works for Gerber Kawasaki Wealth & Investment Management. Their career trajectory has included roles at Lpl Financial LLC and Gerber Kawasaki, Inc. Dhiab holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is able to advise clients in California. Gerber Kawasaki Wealth & Investment Management is an advisory business operating out of Santa Monica, CA. It manages $2 billion in assets across its 14,394 client accounts, placing it among the largest firms in the nation by assets under management. The firm advises 36 charitable organizations. Of its 14,394 accounts, just 4% belong to high-net-worth clients who have at least $1 million in investable assets. Gerber Kawasaki Wealth & Investment Management has a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services largely depend on the services offered. However, fees billed by Gerber Kawasaki Wealth & Investment Management most likely consist of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Gerber Kawasaki Wealth & Investment Management Brokerage Details
$2,194,533,583
46
14,394
$152,462
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Hatem Dhiab Work History
Hatem has been registered as a financial advisor for 13 years.*
Gerber Kawasaki, Inc
Lpl Financial LLC
*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 Hatem Dhiab 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 Gerber Kawasaki Wealth & Investment Management
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, CA
Santa Monica, 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.
