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Mia Elena Samson

Gerber Kawasaki Wealth & Investment Management

Santa Monica, CA

CRD 7222246

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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:

Current Employers
Gerber Kawasaki Wealth & Investment Management

2437 Main Street, Santa Monica, CA 90405 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2022-01-10
  • CA RA
    APPROVED
    Since 2022-01-10

Branch Locations

2437 Main Street, 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
Gerber Kawasaki Wealth & Investment Management Santa Monica CA 11/2019 Present
Loyola Marymount University Los Angeles CA 05/2018 12/2019
Loyola Marymount University Los Angeles CA 08/2016 05/2020
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-10
  • S65 Uniform Investment Adviser Law Examination
    2022-01-10

View on SEC IAPD

Nearby Firms

VICTUS CAPITAL WEALTH
SERENUS WEALTH ADVISORS, LLC
WILSHIRE

Nearby Investors

ROBERT HENRY JONES
MARY CATHERINE KUSNIC
LAURA ELIZABETH LEMOINE

Nearby Offices

VICTUS CAPITAL WEALTH · SANTA MONICA, CA
SERENUS WEALTH ADVISORS, LLC · SANTA MONICA, CA
WILSHIRE · SANTA MONICA, CA

More in Santa Monica, CA

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