Kaytlin
Hall

Gerber Kawasaki Wealth & Investment Management

CRD#5968719
Investment Advisor
in Santa Monica, CA

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About this Advisor

Kaytlin Hall is a financial advisor working in Santa Monica, California, who has 7 years of industry experience. Hall is currently employed by Gerber Kawasaki Wealth & Investment Management. Their career trajectory has included roles at Gerber Kawasaki, Inc and Lpl Financial LLC. Hall maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in California. Gerber Kawasaki Wealth & Investment Management is a financial advisory company operating out of Santa Monica, CA. It handles $2 billion in assets under management between its 14,394 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 36 charities and foundations. Of its 14,394 customer accounts, just 4% are associated with high-net-worth investors who have more than $1 million in investable assets. The advisory firm offers a number of services, including 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 charged by financial advisors typically are based on the type of financial services offered. However, fee types charged by Gerber Kawasaki Wealth & Investment Management likely consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

7 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

2716 Ocean Park Blvd #2020-2022
Santa Monica, CA 90405

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Gerber Kawasaki Wealth & Investment Management Brokerage Details

Total Assets Under Management

$2,194,533,583

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

46

CA Average: 43
Total Number of Accounts

14,394

CA Average: 3,727
Average Account Size

$152,462

CA Average: $2,033,427

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

Kaytlin Hall Work History

Kaytlin has been registered as a financial advisor for 7 years.*

2012 - Present (12 years)

Gerber Kawasaki, Inc

2012 - 2021 (9 years)

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 Kaytlin Hall 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

Julie Vuong
Santa Monica, CA
Nicholas Licouris
Santa Monica, CA
Michael Gilman
Santa Monica, CA
Nicholas Anduze
Santa Monica, CA
Steven Evensen
Santa Monica, CA
Drew Marinelli
Santa Monica, CA
Michael Baker
Santa Monica, CA
Kaytlin Hall
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.

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