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Matthew Iantosca

Matthew Iantosca

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
SANTA MONICA, CA 90405
Some features on this profile are disabled
CRD#: 5507568
Matthew Iantosca

Professional summary

Matthew Iantosca, CFP®, who also goes by Matthew S Iantosca, is a registered financial advisor currently at GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT located in Santa Monica, California.

Matthew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Matthew has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Matthew S Iantosca

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.
(1) 10/22/2012 - GERBER KAWASAKI INSURANCE SERVICES/ SALES OF NON-VARIABLE INSURANCE/ 20%/ SANTA MONICA, CA. (2) 10/22/2012 - GERBER KAWASAKI INSURANCE SERVICES/ OWNERSHIP OF INSURANCE AGENCY/ 20%/ SANTA MONICA, CA. (3) 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Matthew Iantosca'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®
CFP®

Certified Financial Planner

Start date: 2019

Experience

Current

July 20, 2010 - Present

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

Office #1: 2716 Ocean Park Blvd #2020-2022, Santa Monica, CA 90405
RIA
CRD#: 153649
SANTA MONICA, CA
Past

October 22, 2012 - July 28, 2021

LPL FINANCIAL LLC

BD
CRD#: 6413
SANTA MONICA, CA
Past

October 22, 2009 - June 9, 2010

INDEPENDENT CAPITAL MANAGEMENT

RIA
CRD#: 121354
SANTA MONICA, CA
Past

October 7, 2008 - October 24, 2012

OSAIC SERVICES, INC.

BD
CRD#: 133763
SANTA MONICA, CA

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".
GK
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
GERBER KAWASAKI FINANCIAL ADVISORS | GERBER, ROSS | GERBER KAWASAKI, INC. | GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

CRD#: 153649 / SEC#: 801-79339

RIA
Registered Investment Advisory firm - (3/14/2014 Approved)
California
Registered Investment Advisory firm - (4/17/2014 Terminated)

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
California
(7/20/2010)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 9/3/2009
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 10/14/2008
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/13/2009
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 10/6/2008
Investment Company Products/Variable Contracts Representative Examination

Current Firm

GK
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
GERBER KAWASAKI FINANCIAL ADVISORS | GERBER, ROSS | GERBER KAWASAKI, INC. | GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

CRD#: 153649 / SEC#: 801-79339

RIA
Registered Investment Advisory firm - (3/14/2014 Approved)
California
Registered Investment Advisory firm - (4/17/2014 Terminated)
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Contact information

Main Address
2437 Main Street, Santa Monica, CA 90405
Mailing Address
Phone number
(310) 399-6397
Established
Firm type
Fiscal year end
# of Employees
54

SEC notice filing (50 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

GERBER KAWASAKI, INC. ADV BROCHURE (5/12/2025)

Regulatory assets under management

Total Number of Accounts17,238
AUM (Assets Under Management)$ 3,191,645,341

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.

Company Information

GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT

CRD#: 153649Santa Monica, CA 90405

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