Ryan Gomez
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT | Financial Professional
SANTA MONICA, CA 90405
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CRD#: 6949063
Professional summary
Ryan Gomez, CFP®, who also goes by Ryan VIncent Gomez, is a registered financial advisor currently at GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT located in Santa Monica, California.
Ryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Ryan has worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Ryan Vincent Gomez
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)NWF ADVISORY SERVICES INC. POSITION: Assistant NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 90 START DATE: 06/29/2020 ADDRESS: 11835 West Olympic Blvd., #1155 East, Los Angeles CA 90064, United States DESCRIPTION: Account paperwork, taking client phone calls, etc. 2)RYAN GOMEZ POSITION: Insurance Agent NATURE: Insurance Agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 5 START DATE: 04/15/2021 ADDRESS: 11835 W Olympic Blvd, Suite 1155E, Los Angeles CA 90064, United States DESCRIPTION: Writing insurance for clients. 3)TOASTMASTERS INTERNATIONAL POSITION: Vice President of Membership NATURE: Public Speaking Club INVESTMENT RELATED: No NUMBER OF HOURS: 6 SECURITIES TRADING HOURS: 0 START DATE: 06/21/2022 ADDRESS: 9127 S. Jamaica Street, Suite 400, Englewood CO 80112, United States DESCRIPTION: Act as the primary club recruiter and manage the process of bringing in guests and transforming them into members. Maintain a constant influx of new people into the club by welcoming to guests and providing the information they need to join. Manage the paperwork related to processing applications. Monitor the membership levels and overcome membership challenges when they occur. Attend and participate in executive committee meetings. 4) GRADES OF GREEN POSITION: Advisory Council Member NATURE: 501(c)(3) Organization INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 08/30/2022 ADDRESS: 1730 East Holly Ave, El Segundo CA 90245, United States DESCRIPTION: Assist with reaching out to individuals and companies for program funding. Do not provide investmentadvise ormanage assets for the organization itself.Grades of Green educates, empowers, and inspires students to take action and achieve long lasting environmental impact in their schools and communities today, while developing the skills to lead future environmental change. They do so by providing students with the education, mentorship, resources, and leadership training to make measurable environmental impacts in their communities, create lasting policy change through civic engagement, and become the next generation of environmental leaders. 5) MANAGED MUTUALS POSITION: Financial Planner NATURE: Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 64 START DATE: 06/29/2020 ADDRESS: 11835 W. Olympic Blvd., Suite 1155E, Los Angeles CA 90064, United States DESCRIPTION: Holding review meetings for the clients of Managed Mutuals.
CRS (Client Relationship Summary) - RIA
Click below to view Ryan Gomez'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®
Experience
Current
June 16, 2025 - Present
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
Office #1: 2437 Main Street, Santa Monica, CA 90405RIA
CRD#: 153649
SANTA MONICA, CA
Past
May 20, 2022 - April 25, 2025
NWF ADVISORY SERVICES INC
RIA
CRD#: 110410
Los Angeles, CA
Past
September 28, 2020 - April 24, 2025
OSAIC WEALTH, INC.
BD
CRD#: 23131
LOS ANGELES, 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(6/16/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 9/26/2020
General Securities Representative ExaminationGeneral Industry/Product Exam
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)Upgrade to AdvisorCheck Premium
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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)
Regulatory assets under management
| Total Number of Accounts | 17,238 |
| AUM (Assets Under Management) | $ 3,191,645,341 |
Red Flags
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Company Information
GERBER KAWASAKI WEALTH & INVESTMENT MANAGEMENT
Financial ProfessionalCRD#: 153649Santa Monica, CA 90405TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
