Kyle Clark

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 → Present
  Gerber Kawasaki Wealth & Investment Management
  Santa Monica, CA
• 08/2019 → 09/2019
  Casetta Group
  Los Angeles, CA
• 08/2019 → 09/2019
  Casetta Coffee
  Los Angeles, CA
• 06/2018 → 07/2019
  Montecito Venture Partners
  San Diego, CA
• 08/2014 → 05/2018
  Loyola Marymount University
  Los Angeles, CA

Other Businesses

GK Tax and Accounting, Santa Monica, CA; not investment related; provides and accounting services; Financial Advisor, refer clients to tax and accounting department and be the liaison between client and CPA. Start date: January 2021; I devote 5 hours per month to this business; 0 hours during securities trading hours. I refer clients to GK Tax and Accounting and I am a liaison between the client and CPA, financial planning advice.

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-12-18

Other Names

• Kyle J. Clark