Robert Paul Vetti

Employer firm

Gerber Kawasaki Wealth & Investment Management CRD 153649

$4.11B regulatory AUM 10 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2019 → 10/2024
  Assetmark Financial Holdings, Inc.
  Encino, CA
• 02/2019 → 07/2019
  Regents Capital Corporation
  Costa Mesa, CA
• 01/2010 → 01/2019
  Unemployed
  Simi Valley, CA
• 01/2020 → 10/2024
  Assetmark Brokerage, Llc
  Encino, CA
• 03/2025 → Present
  Gerber Kawasaki Wealth & Investment Management
  Santa Monica, CA
• 10/2024 → 03/2025
  Unemployed
  Santa Monica, CA
• 07/2019 → 09/2019
  Unemployed
  Simi Valley, CA

Previous Registrations

• 2020-01-30 → 2024-09-25
  Assetmark, Inc.
  Encino, CA
  Concord, CA

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-03-09
• S65 Uniform Investment Adviser Law Examination
  2020-01-30

Designations

• Certified Financial Planner

Other Names

• Robbie Paul Vetti
• Robert Vetti Vetti