Gabriella Cerezo

SUSTAIN FINANCIAL

Los Angeles, CA

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CRD#: 7126009

Professional summary

Gabriella Cerezo, who also goes by Gabriella Marie Cerezo, is a registered financial advisor currently at SUSTAIN FINANCIAL INC. located in Los Angeles, California.

Gabriella is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Gabriella has worked at 1 firm .

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Gabriella Marie Cerezo

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.

Gabriella is the owner of That Makes Cents Financial Coaching, where she is a financial coach. This activity amount to 0% of her time during trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gabriella Cerezo'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

October 27, 2023 - Present

SUSTAIN FINANCIAL INC.

RIA

CRD#: 289303

Los Angeles, 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
(10/27/2023)

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

Current Firm

SUSTAIN FINANCIAL INC.

CRD#: 289303 / SEC#:

California

Registered Investment Advisory firm - (10/11/2023 Approved)

Massachusetts

Registered Investment Advisory firm - (4/29/2025 Approved)

Washington

Registered Investment Advisory firm - (9/14/2017 Approved)

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Contact information

Main Address

Olympia, WA

Mailing Address

Po Box 5823, Lacey, WA 98509

Phone number

(360) 339-8611

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	141
AUM (Assets Under Management)	$ 28,148,789

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.

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Gabriella Cerezo

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gabriella Cerezo's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUSTAIN FINANCIAL INC.

State Registrations and Notice Filings

Exams

Current Firm

SUSTAIN FINANCIAL INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

SUSTAIN FINANCIAL INC.

TRUST BUT VERIFY

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