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Evan Malcolm Rice

Gerber Kawasaki Wealth & Investment Management

Santa Monica, CA

CRD 8011941

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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 2025-01-21
  • CA RA
    APPROVED
    Since 2025-01-21

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 10/2024 Present
Ep Wealth Advisors Los Angeles CA 04/2023 11/2023
Kidder Matthews Los Angeles CA 06/2022 08/2022
Bay Park Fish Company San Diego CA 06/2021 12/2021
University Of California, Los Angeles Los Angeles CA 09/2020 06/2024
Middle & High School San Diego CA 09/2014 09/2020
Unemployed/Recently Graduated Los Angeles CA 06/2024 10/2024
  • 10/2024 → Present
    Santa Monica, CA
  • 04/2023 → 11/2023
    Ep Wealth Advisors
    Los Angeles, CA
  • 06/2022 → 08/2022
    Kidder Matthews
    Los Angeles, CA
  • 06/2021 → 12/2021
    Bay Park Fish Company
    San Diego, CA
  • 09/2020 → 06/2024
    University Of California, Los Angeles
    Los Angeles, CA
  • 09/2014 → 09/2020
    Middle & High School
    San Diego, CA
  • 06/2024 → 10/2024
    Unemployed/Recently Graduated
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-27
  • S65 Uniform Investment Adviser Law Examination
    2024-11-27
Other Names
  • Evan Malcom Rice

View on SEC IAPD

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