Jeffrey
Prestine

Mar Vista Investment Partners, LLC

CRD#3258920
Investment Advisor
in Los Angeles, CA

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About this Advisor

Jeffrey Prestine is a financial advisor operating out of Los Angeles, California with a total of 14 years of relevant experience. Prestine is an employee of Mar Vista Investment Partners, LLC. They have spent their complete career at Mar Vista Investment Partners, Llc. Prestine maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in California and Texas. Mar Vista Investment Partners, LLC is an advisory business operating out of Los Angeles, CA. The investment advisory business has offices in four locations and a total of 18 advisors. It handles $2 billion in total assets between its 501 customer accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 21 charities and foundations. Of its 501 client accounts, just 10% are held by high-net-worth individuals who have more than $1 million in assets. Mar Vista Investment Partners, LLC offers a broad assortment of services, including portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients and other services. A financial advisor's fees usually depend on which services are provided. Fee types charged by Mar Vista Investment Partners, LLC typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

14 years

Services Offered

Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Other

Fee Structure

Percentage of Assets

Office Location

11150 Santa Monica Blvd Suite 320
Los Angeles, CA 90025

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Mar Vista Investment Partners, LLC Brokerage Details

Total Assets Under Management

$2,360,251,267

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

18

CA Average: 43
Total Number of Accounts

501

CA Average: 3,727
Average Account Size

$4,711,080

CA Average: $2,033,427

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Other

Jeffrey Prestine Work History

Jeffrey has been registered as a financial advisor for 14 years.*

2009 - Present (15 years)

Mar Vista Investment Partners

*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 Jeffrey Prestine 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 Mar Vista Investment Partners, LLC

Shala Walker
Houston, TX
Joshua Honeycutt
Los Angeles, CA
Jeffrey Prestine
Los Angeles, CA
Silas Myers
Los Angeles, CA
Brian Massey
Los Angeles, CA
Erik Hirsch
Hopkins, MN
Jon Foust
Hopkins, MN

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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