Invested Better
Portfolio Management for Individuals Advisors in California
5,469 Results
Unclaimed

TCW Investment Management Co. LLC

location

LOS ANGELES, CA

experience

8 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Diaz is a financial advisor with over eight years of experience in the industry. Nicholas has held positions at Goldman Sachs & Co., Neuberger Berman, and Duchossois Capital Management. Currently, Nicholas is an Investment Advisor Representative for TCW Investment Management Co. LLC, which has offices in Los Angeles, California. Nicholas specializes in portfolio management for businesses, individuals, investment companies, and pooled investment vehicles. Nicholas holds the Series 7, Series 66, and SIE licenses.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PORTFOLIO MANAGEMENT FOR WRAP FEE PROGRAMS
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

Orinda, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Mommaerts is a financial advisor registered with Morgan Stanley in Orinda, CA. Nicholas has been in the securities industry since November 2005. Nicholas has passed the Series 66, Series 10, Series 9, Series 31 and Series 7 exams and is currently registered with FINRA and 53 state and IA regulatory authorities. Nicholas is licensed to provide financial and investment advice to individuals, high net worth individuals, corporations, insurance companies, investment companies, charitable organizations, pension plans, banking institutions, and state and municipal entities. Previous employers include Morgan Stanley & Co., Incorporated and Ameriprise Financial Services, Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Genter Capital Management

location

LOS ANGELES, CA

0 Disclosures

ADVISOR BIO

Nicholas Walker is an investment advisor representative associated with Genter Capital Management. Nicholas holds a Series 65 license, and has been active in the industry since December 2019. Nicholas is currently registered with the state of California. The individual's current employment is with Genter Capital Management, a firm with offices in Los Angeles, California. Genter Capital Management has a history of working with a wide range of clients, including high net worth individuals, corporations and other businesses, pension and profit sharing plans, and charitable organizations. Their services include portfolio management for businesses and individuals.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
PROVIDE MODEL PORTFOLIO RECOMMENDATIONS TO OTHER INVESTMENT ADVISERS.
Unclaimed
location

El Segundo, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Heidemann is a financial advisor who is registered in 40 states and has been in the industry since 2022. Nicholas is currently employed with Morgan Stanley in El Segundo, California and has a Series 7TO, SIE, and Series 66 license. Nicholas also owns rental property in Ontario, Canada.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed

Gerber Kawasaki Wealth & Investment Management

location

SANTA MONICA, CA

0 Disclosures

ADVISOR BIO

Nicholas Paul Anduze is an investment advisor representative at Gerber Kawasaki Wealth & Investment Management, based in Santa Monica, California. Nicholas is a Series 65 licensed advisor, having passed the Uniform Investment Adviser Law Examination in December 2019. Nicholas has been working in the financial services industry since 2012. Previously, Nicholas worked at Ameriprise Financial Services, Inc. and Neilson Financial Services, both in Los Angeles. In addition to Nicholas's role at Gerber Kawasaki Wealth & Investment Management, Nicholas also works with GK Tax and Accounting, providing clients with a liaison between them and the CPA.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Unclaimed

ONE Capital Management, LLC

location

WESTLAKE VILLAGE, CA

0 Disclosures

ADVISOR BIO

Nicholas McDonald is an Investment Advisor Representative with One Capital Management, LLC. He has been with the firm since January 2012. Nicholas is registered with the state of California. He holds the Series 65 license. Nicholas specializes in providing investment advice to individuals, high net worth individuals, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ADVISORY CONSULTING SERVICES, FIRM PROVIDES SUB-ADVISER SERVICES TO TWO CANADIAN REGISTERED ETF, AND TO A LUXEMBOURG SICAV
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

Los Angeles, CA

experience

10 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Moore is a financial advisor currently registered with Morgan Stanley. Nicholas has been in the industry since 2014. Prior to joining Morgan Stanley, Nicholas worked at MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED and BANK OF AMERICA, N.A. Nicholas is registered to provide investment advisory services in California and Texas. Nicholas holds licenses for the Series 3, SIE and Series 7 securities exams as well as the Series 66 uniform combined state law exam. Nicholas is also registered in 41 states and the District of Columbia to conduct broker-dealer activities.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

Newport Beach, CA

experience

19 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Dolle is a registered representative and investment advisor representative with Morgan Stanley in Newport Beach, CA. Nicholas has been in the financial services industry since December 2005. Prior to joining Morgan Stanley, Nicholas was employed by CITIGROUP GLOBAL MARKETS INC. Nicholas holds Series 31, Series 7, and Series 63 securities licenses as well as Series 65 investment advisory licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

San Francisco, CA

experience

2 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas McCambridge is a financial advisor at Morgan Stanley. Nicholas is registered with the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Nicholas has been in the financial industry since 2022 and has a strong understanding of investment strategies. Nicholas is dedicated to helping clients achieve their financial goals through personalized investment planning and guidance.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
ASSET ALLOCATION ADVICE
Unclaimed
location

CONCORD, CA

experience

9 Years Experience

0 Disclosures

ADVISOR BIO

Nicholas Reno Carcione is an investment advisor representative at Assetmark, Inc. with a focus on providing investment advice to individuals, businesses, and investment companies. Nicholas Reno Carcione holds the Series 63, Series 65, Series 6TO, and SIE licenses, allowing him to offer a wide range of financial products and services. Nicholas Reno Carcione has over 5 years of experience in the financial services industry. Before joining Assetmark, Inc., Nicholas Reno Carcione worked at Global Financial Private Capital. Nicholas Reno Carcione is committed to helping clients achieve their financial goals.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Individuals
Portfolio Management for Investment Companies

Need help matching

with the right advisor?