Gavin Lowery Distasi

Employer firm

Topel & Distasi Wealth Management, LLC CRD 285538

$312M regulatory AUM 2 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2009 → 02/2017
  Lpl Financial Llc
  Oakland, CA
• 01/2017 → Present
  Topel & Distasi Wealth Management, Llc
  Berkeley, CA

Previous Registrations

• 2009-12-18 → 2017-03-03
  Lpl Financial Llc
  Oakland, CA
  San Diego, CA
  Berkeley, CA
• 2004-03-10 → 2009-12-22
  Ameriprise Financial Services, Llc
  San Ramon, CA
  San Ramon, CA
  Oakland, CA
• 2003-05-12 → 2004-02-26
  Ameriprise Financial Services, Llc
  San Ramon , CA

Other Businesses

1. 12/18/2009 - NO BUSINESS NAME - MUSICIAN - NOT INV REL - AT REPORTED BUSINESS LOCATION - I PLAY MUSIC FROM TIME TO TIME - 5% TIME SPENT. 2. 08/31/2009 - NO BUSINESS NAME - Non-Variable Insurance - INV REL - AT REPORTED BUSINESS LOCATION - LTC and group health - 15% TIME SPENT. 3. 08/25/2025 - Collaborative Practice East Bay (CPEB) - NOT INV REL - NO PHYSICAL ADDRESS - alternative dispute resolution methods for divorcing couples - Associate member and member of steering committee - 2019 for associate member 2025 for member of steering committee - 2 hours/month - 1 hour/month - Attend meetings and collaborate to provide education and outreach to divorcing couples looking for information on the divorce process.

Exams

• S66 Uniform Combined State Law Examination
  2003-05-08

Other Names

• Gavin Lowery Distasi
• Gavin Lowery Di Stasi