Best Investors Account Sign in
Inactive

Gira Patel

Sierra Investment Management, LLC

Santa Monica, CA

Claim This Profile
Current Employers
Sierra Investment Management, Llc

3420 Ocean Park Blvd, Ste 3060, Santa Monica, CA 90405 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2015-11-04
  • CA RA
    APPROVED
    Since 2015-11-04

Branch Locations

3420 Ocean Park Blvd, Ste 3060, Santa Monica, CA 90405 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sierra Investment Management, Inc Santa Monica CA 04/2015 Present
  • 04/2015 → Present
    Sierra Investment Management, Inc
    Santa Monica, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-11-04
  • S65 Uniform Investment Adviser Law Examination
    2015-11-04
Other Names
  • Gira J. Patel

View on SEC IAPD

Other Firms

VICTUS CAPITAL WEALTH
SERENUS WEALTH ADVISORS, LLC
WILSHIRE
DIMENSIONAL FUND ADVISORS LP
COMPOSITION WEALTH, LLC
OCEAN AVENUE WEALTH MANAGEMENT
A.G.P. / ALLIANCE GLOBAL PARTNERS
MANTIS CAPITAL MANAGEMENT, LLC

Other Investors

ROBERT HENRY JONES
MARY CATHERINE KUSNIC
LAURA ELIZABETH LEMOINE
REBECCA KATHLEEN SHAW
KARA SUE BOCCELLA
DEVON GALINDO
Katherine L Thorsey
SUEHYUN KIM

Other Offices

VICTUS CAPITAL WEALTH · SANTA MONICA, CA
SERENUS WEALTH ADVISORS, LLC · SANTA MONICA, CA
WILSHIRE · SANTA MONICA, CA
DIMENSIONAL FUND ADVISORS LP · SANTA MONICA, CA
COMPOSITION WEALTH, LLC · SANTA MONICA, CA
OCEAN AVENUE WEALTH MANAGEMENT · SANTA MONICA, CA
A.G.P. / ALLIANCE GLOBAL PARTNERS · SANTA MONICA, CA
MANTIS CAPITAL MANAGEMENT, LLC · SANTA MONICA, CA

More in Santa Monica, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor