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Babak Gahvari

Babak Gahvari

AIF®, CFP®
CANTER WEALTH
LA JOLLA, CA
·CRD# 5252172·19 years experience

Professional Summary

Babak Gahvari, AIF®, CFP®, who also goes by Bobby Gahvari, is a registered financial advisor currently at CANTER WEALTH located in La Jolla, California. Babak is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Babak has worked at 4 firms and has passed the Series 63 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bobby Gahvari

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Credentials

AIF®
Accredited Investment Fiduciary
CFP®
Certified Financial PlannerSince 2011

Years of Experience

19 years in the financial services industry

Current & Past Employments

CANTER WEALTH·CRD# 167828
RIA
7825 Fay Avenue Suite 140, La Jolla, CA 92037
May 30, 2017 - Present
PURE FINANCIAL ADVISORS, LLC·CRD# 144316
RIA
San Diego, CA
January 28, 2014 - May 23, 2017
DIMENSIONAL FUND ADVISORS LP·CRD# 106482
RIA
Austin, TX
September 13, 2011 - January 28, 2014
DFA SECURITIES LLC·CRD# 10292
BD
Santa Monica, CA
February 13, 2007 - January 28, 2014

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Current Firm

CW
CANTER WEALTH

CANTER PRIVATE WEALTH MANAGEMENT | TAX & RETIREMENT EDUCATION | D/B/A CANTER WEALTH | CANTER WEALTH | CANTER STRATEGIC WEALTH MANAGEMENT, LLC

CRD#: 167828 / SEC#: 801-117802
RIA
Registered Investment Advisory firm - SEC (12/17/2019 Approved)
California
Registered Investment Advisory firm - California (2/13/2021 Terminated)
Texas
Registered Investment Advisory firm - Texas (1/14/2021 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).

Contact Information

Main Address

7825 Fay Avenue Suite 140, La Jolla, CA 92037

Phone Number

(858) 812-7550

# of Employees

12

SEC notice filing (6 States and Territories)

Registered to provide investment advisory services in 6 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CANTER WEALTH - FORM ADV 2A (7/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

280

AUM (Assets Under Management)

$386,473,556

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

Landlord/rental property: Single family rental unit, 11743 Kiouk Ave., #102, CA 90049, 100% owner, 05-25-17, 0 hrs. devoted to other business during securities trading hours, rental unit management. Canter Wealth HoldCo, LLC is an owner of Canter Wealth. Canter Wealth HoldCo, LLC is wholly owned by The Canter Group, LLC. The Canter Group, LLC is wholly owned by Canter Holdings, LLC, which is wholly owned by Andrew E. Canter, through a Trust. The Canter Group, Inc. d/b/a Canter Companies, a firm located at 655 West Broadway, Suite 1650, San Diego, CA 92101, provides real estate services (including brokerage, development, and private equity transactions) to clients. The Canter Group operates a range of businesses through controlled entities, collectively referred to as the "Canter Companies," which are described below. The Canter Companies' activities may be material to the business of Canter Wealth and its clients, particularly if clients of Canter Wealth also use the services of one or more of the Canter Companies. Canter Wealth Advisory clients should be aware that when they are using the services of affiliated entities of Canter Wealth, such services are not provided by Canter Wealth, are subject to separate contractual arrangements, and are not part of the advisory services provided by Canter Wealth. Moreover, the protections afforded to a client under applicable investment advisory laws and regulations generally do not apply to the services provided by non-advisory affiliates. The referral arrangements between Canter Wealth and its affiliates and vice versa may present conflicts of interest since personnel associated with the Canter Companies may have a financial incentive to recommend affiliates over other unaffiliated firms. Canter Wealth recommends clients use these related entities' services and products, and certain persons associated with the Canter Companies may refer their non-advisory clients to Canter Wealth. Through these related entities, employees, management personnel, and Canter Wealth owners receive additional compensation, including a portion of the advisory fees paid to Canter Wealth. The following are affiliated businesses owned and operated by the Canter Companies: Canter Management, a wholly-owned subsidiary of The Canter Group, is in the business of managing real estate investment, Canter Capital, a wholly-owned subsidiary of The Canter Group, seeks investment opportunities related to Venture Capital, Private Equity, and Private Real Estate Investments, Canter Development, a wholly-owned subsidiary of The Canter Group, is a real estate developer currently active in the San Diego market, and Canter Brokerage, a wholly-owned subsidiary of The Canter Group, is a licensed real estate broker. From time to time, Mr. Gahvari may offer clients advice or products from Canter Companies or another firm, which has been disclosed, above. Clients should be aware the potential for receipt of commissions and other compensation from the above listed outside business activities can create a conflict of interest and can provide an incentive for them to recommend advice or products based on compensation to be received rather than on client needs. Canter Wealth addresses this conflict of interest by requiring him to disclose the above relationship(s) to clients. He satisfies this requirement by advising clients of the nature of the transaction or relationship, noting his role in the transaction and relationship, and disclosing any compensation to be received by him before transaction execution. Mr. Gahvari acts in the best interest of clients. Clients are always in no way required to utilize the services of any Advisor Representative of Canter Wealth regarding such individual's activities outside of Canter Wealth.

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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".
CW
CANTER WEALTH

CANTER PRIVATE WEALTH MANAGEMENT | TAX & RETIREMENT EDUCATION | D/B/A CANTER WEALTH | CANTER WEALTH | CANTER STRATEGIC WEALTH MANAGEMENT, LLC

CRD#: 167828 / SEC#: 801-117802
RIA
Registered Investment Advisory firm - SEC (12/17/2019 Approved)
California
Registered Investment Advisory firm - California (2/13/2021 Terminated)
Texas
Registered Investment Advisory firm - Texas (1/14/2021 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.
IAR
California
(5/30/2017)
IAR
Texas
(1/10/2022)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Sep 2011About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Feb 2007About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Babak Gahvari's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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Babak Gahvari
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