David Gerald Steele

Employer firm

One Wealth Advisors, LLC CRD 170910

$1.25B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• 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

• 09/2015 → Present
  One Wealth Advisors, Llc
  San Francisco, CA

Previous Registrations

• 1998-10-29 → 2015-09-10
  J.P. Morgan Securities Llc
  San Francisco, CA
  San Francisco, CA

Other Businesses

1) SAN FRANCISCO, CA 94110; OPERATES RESTAURANTS. NOT INVESTMENT RELATED. I DO NOT HOLD A POSITION OR TITLE. I AM OWNER OF 1/3 OF THE SHARES 1/1/2008; NO HRS DEVOTED TO OBA AND NO HRS DEVOTED TO OBA DURING SECURITIES TRADING HRS. I HAVE NO FORMAL DUTIES. I AM SOLELY AN OWNER OF THE COMPANY THAT HELPS THEM WITH SETTING STRATEGY IN SEVERAL MEETINGS PER YEAR. 2) RAD RESTAURANT GROUP; NO; BROOKLYN, NY; ADVISORY BOARD MEMBER; 10/2025; 2 HRS/ MNTH; 0 HRS/ MNTH DURING TRADING HOURS; ADVISE CEO, AS DAVID'S RESTAURANT GROUP HAS 10% OWNERSHIP OF RAD 3) MSSN CFF, LLC; NO; SAN FRANCISCO, CA 94110; ADVISORY BOARD MEMBER; 10/2025; 5 HRS/ MNTH; 0 HRS/ MNTH DURING TRADING HOURS; ADVISE LEADERSHIP; AS DAVID HAS 5% OWNERSHIP INTEREST 4) BRILLIANT CORNERS BAND MANAGEMENT; NO; SAN FRANCISCO, CA 94110; BAND MANAGEMENT; PART OWNER AND ADVISOR; 10/2025; 2 HRS/ MNTH; 0 HRS/ MNTH DURING TRADING HOURS; ADVISE PARTNERS 4) NOISE POP, LLC - 2180 BRYANT ST #105, SAN FRANCISCO, CA 94110;6% OWNER; NO ACTIVE ROLE; NO TIME SPENT; OWNER OF SHARES WITH NO ACTIVE ROLE; NOT INVESTMENT RELATED. PLAYGROUND - BOARD MEMBER; A 501C3 NON-PROFIT ORGANIZATION; 3286 ADELINE ST #8, BERKELEY, CA 94703-2485. 1 HOUR PER MONTH, NOT INVESTMENT RELATED. OWNS AND MANAGES A RENTAL PROPERTY, NOT INVESTMENT RELATED

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-19
• S63 Uniform Securities Agent State Law Examination
  1991-07-25