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Gerard A. Singfield

CULTURE CAPITAL PARTNERS
Woodland Hills, CA
Some features on this profile are disabled
CRD#: 5863336
GS

Professional summary


Gerard Alonzo Singfield, who also goes by Gerard A Singfield, is a registered financial advisor currently at CULTURE CAPITAL PARTNERS, LLC located in Woodland Hills, California.

Gerard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Gerard has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Gerard A Singfield

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.
I also provide life insurance to clients when appropriate. In addition I provide Business Managment Service. Culture Capital Partners It is Not investment related 5370 Tendilla Ave. Woodland Hills, CA 91364 Business Managment and Insurance Owner Owner 02/2020 40 hours I help clients with life insurance options when appropriate. In the business mangagement area, I help clients with budgeting and bill pay.

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Gerard Alonzo Singfield'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®
None

Experience


Current

February 11, 2025 - Present

CULTURE CAPITAL PARTNERS, LLC

RIA
CRD#: 299797
Woodland Hills, CA
Past

January 26, 2024 - December 31, 2024

CULTURE CAPITAL PARTNERS, LLC

RIA
CRD#: 299797
WOODLAND HILLS, CA
Past

January 25, 2021 - December 31, 2023

CULTURE CAPITAL PARTNERS, LLC

RIA
CRD#: 299797
WOODLAND HILLS, CA
Past

May 1, 2020 - December 31, 2020

CULTURE CAPITAL PARTNERS, LLC

RIA
CRD#: 299797
WEST HOLLYWOOD, CA
Past

August 21, 2019 - September 29, 2020

THE PACIFIC GROUP

RIA
CRD#: 297601
LOS ANGELES, CA
Past

January 4, 2019 - September 7, 2019

CULTURE CAPITAL PARTNERS, LLC

RIA
CRD#: 299797
WEST HOLLYWOOD, CA
Past

April 1, 2015 - September 10, 2018

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
ENCINO, CA
Past

March 19, 2015 - September 10, 2018

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
ENCINO, CA
Past

July 24, 2012 - March 19, 2015

HARRISDIRECT LLC

RIA
CRD#: 42159
ARLINGTON, VA
Past

January 21, 2011 - March 19, 2015

E*TRADE SECURITIES LLC

BD
CRD#: 29106
TORRANCE, 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
(2/11/2025)

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 7/20/2012
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


CC
CULTURE CAPITAL PARTNERS, LLC
CULTURE CAPITAL PARTNERS, LLC

CRD#: 299797 / SEC#:

California
Registered Investment Advisory firm - (2/11/2025 Approved)
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Contact information


Main Address
Woodland Hills, CA
Mailing Address
Phone number
(678) 939-6187
Established
Firm type
Fiscal year end
# of Employees
1

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts2
AUM (Assets Under Management)$ 76,000

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


CULTURE CAPITAL PARTNERS, LLC

CRD#: 299797Woodland Hills, CA

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