Gregory J. Zedlar

CALIFORNIA CAPITAL MANAGEMENT

NORTH HOLLYWOOD, CA 91602

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CRD#: 2004286

Professional summary

Gregory John Zedlar, ChFC®, who also goes by Gregory John Zedler, is a registered financial advisor currently at CALIFORNIA CAPITAL MANAGEMENT located in North Hollywood, California.

Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1989. Gregory has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gregory John Zedler

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

CONCEPTUAL THINKING, LLC; TEXAS; INVESTS IN START UPS; INVESTOR; 02/2023; 30 MINS PER MONTH MOTHER'S TRUST, ACTING IN A FIDUCIARY CAPACITY, 1/2011-PRESENT. G & L ZEDLAR FAMILY TRUST, CO-TRUSTEE WITH WIFE. 7/2004-PRESENT. Montgomery Management Group, LLC (MMG); 50% owner; MMG owns three rental properties in The Woodlands; TX; member; 2/1/2021; 3-5 hrs per month; 0 during trading hours

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory John Zedlar's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

ChFC^®

Chartered Financial Consultant

Experience

Current

June 8, 2004 - Present

CALIFORNIA CAPITAL MANAGEMENT

Office #1: 4729 Lankershim Blvd., North Hollywood, CA 91602

RIA

CRD#: 130734

NORTH HOLLYWOOD, CA

Past

November 3, 2014 - June 26, 2015

PURSHE KAPLAN STERLING INVESTMENTS

CRD#: 35747

North Hollywood, CA

Past

June 3, 2004 - November 12, 2014

LPL FINANCIAL LLC

CRD#: 6413

NORTH HOLLYWOOD, CA

Past

April 19, 2004 - March 27, 2013

LPL FINANCIAL LLC

RIA

CRD#: 6413

NORTH HOLLYWOOD, CA

Past

December 19, 1989 - March 1, 2001

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

December 19, 1989 - March 1, 2001

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

MINNEAPOLIS, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CALIFORNIA CAPITAL MANAGEMENT

CALIFORNIA CAPITAL ADVISORS, INC. | CONSOLIDATED CAPITAL MANAGEMENT, LLC | CALIFORNIA CAPITAL MANAGEMENT | CALIFORNIA CAPITAL ADVISORS. INC

CRD#: 130734 / SEC#: 801-76714

RIA

Registered Investment Advisory firm - (6/8/2012 Approved)

California

Registered Investment Advisory firm - (12/7/2012 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(5/9/2013)

IAR

California
(6/8/2004)

IAR

Florida
(6/13/2013)

IAR

Texas
(4/30/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 5/20/2004

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 6/26/2015

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/13/2004

General Securities Representative Examination

Current Firm

CALIFORNIA CAPITAL MANAGEMENT

CALIFORNIA CAPITAL ADVISORS, INC. | CONSOLIDATED CAPITAL MANAGEMENT, LLC | CALIFORNIA CAPITAL MANAGEMENT | CALIFORNIA CAPITAL ADVISORS. INC

CRD#: 130734 / SEC#: 801-76714

RIA

Registered Investment Advisory firm - (6/8/2012 Approved)

California

Registered Investment Advisory firm - (12/7/2012 Terminated)

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Contact information

Main Address

2520 West Olive Avenue Suite 300, Burbank, CA 91505

Mailing Address

Phone number

(818) 766-0660

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (10 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - APPENDIX 1: WRAP FEE PROGRAM BROCHURE (2/27/2025)

FORM ADV PART 2A - FIRM BROCHURE (2/27/2025)

Regulatory assets under management

Total Number of Accounts	884
AUM (Assets Under Management)	$ 320,956,754

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Gregory J. Zedlar

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gregory John Zedlar's CRS (Customer Relationship Summary).

Certified licenses

Experience

PURSHE KAPLAN STERLING INVESTMENTS

LPL FINANCIAL LLC

LPL FINANCIAL LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

CALIFORNIA CAPITAL MANAGEMENT

State Registrations and Notice Filings

Exams

Series 66

Date: 5/20/2004

SIE

Date: 6/26/2015

Series 7

Date: 5/13/2004

Current Firm

CALIFORNIA CAPITAL MANAGEMENT

Contact information

SEC notice filing (10 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CALIFORNIA CAPITAL MANAGEMENT

TRUST BUT VERIFY

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