Zachary
Bainter

Gerber Kawasaki Wealth & Investment Management

CRD#5675357
Investment Advisor
in Santa Monica, CA

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About this Advisor

Zachary Bainter is a financial advisor based in Santa Monica, California, working with Gerber Kawasaki Wealth & Investment Management. Zachary has previously held positions at Lpl Financial LLC and Gerber Kawasaki, Inc. Zachary has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Zachary is part of Gerber Kawasaki Wealth & Investment Management, which operates out of Santa Monica, California. The firm has 48 employees and manages assets totaling $2.6 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include 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. The fee structure at Gerber Kawasaki Wealth & Investment Management includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

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

$2,593,632,962

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

48

CA Average: 43
Total Number of Accounts

17,360

CA Average: 3,727
Average Account Size

$149,403

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

Zachary Bainter Work History

2010 - Present (15 years)

Gerber Kawasaki, Inc

2012 - 2020 (8 years)

Lpl Financial LLC

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Zachary Bainter 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

Drew Marinelli
Santa Monica, CA
Kyle Clark
Santa Monica, CA
Mia Samson
Santa Monica, CA
Michael Gilman
Santa Monica, CA
Nicholas Licouris
Santa Monica, CA
Jeff Kim
Santa Monica, CA
Benjamin Dunbar
Santa Monica, CA
Robert Lewis
Santa Monica, CA

The content in this profile was updated by SmartAsset on 6/19/2024. 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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