HM
Herb Meiberger
GATOR INVESTMENT ADVISORS
San Francisco, CA
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CRD#: 5752556
HM
Professional summary
Herb Meiberger is a registered financial advisor currently at GATOR INVESTMENT ADVISORS, LLC located in San Francisco, California.
Herb is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Herb has worked at 2 firms .
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
Name: San Francisco State University; Investment related: no; Address: S.F. AT VARIOUS CLASSROOM LOCATIONS Title: Lecturer; Start: 02/1982; 20 HOURS PER MONTH
CRS (Client Relationship Summary) - RIA
Click below to view Herb Meiberger's 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®
NoneExperience
Current
August 26, 2022 - Present
GATOR INVESTMENT ADVISORS, LLC
RIA
CRD#: 322533
San Francisco, CA
Past
January 14, 2013 - January 27, 2021
BERKELEY INVESTMENT ADVISORS
RIA
CRD#: 121223
SAN FRANCISCO, CA
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(8/26/2022)
Exams
Current Firm
GI
GATOR INVESTMENT ADVISORS, LLC
GATOR INVESTMENT ADVISORS, LLC
CRD#: 322533 / SEC#:
California
Registered Investment Advisory firm - (8/26/2022 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
San Francisco, CA
Mailing Address
Phone number
(415) 812-2649
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 2,268,024 |
Red Flags
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