Benedict John Mcgrath
Investment adviser representative at Gerber Kawasaki Wealth & Investment Management
12 yearsExperience
1 stateRegistered in
$4.1BFirm assets
12 yearsFirm in business
Are you Benedict John Mcgrath? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
12 years in the industry.
- Gerber Kawasaki Wealth & Investment ManagementMar 2026 to now
- Equitable Advisors, LLCOct 2024 to Jun 2025
- Truxton's American BistroJul 2024 to Mar 2026
- UnemployedJun 2024 to Jul 2024
- Rice Browns Crispy RiceMay 2021 to Aug 2021
- Stevenson TransferMay 2021 to Jul 2021
- Loyola Marymount UniversityAug 2020 to May 2024
- Stevenson TransferApr 2020 to Sep 2020
- The Lone BuffaloMay 2018 to Sep 2020
- UnemployedSep 2014 to Apr 2018
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CA).
Gerber Kawasaki Wealth & Investment Management
Legal name: Gerber Kawasaki, Inc.
$4.1BAssets managed
9,624Clients
39Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7992185
- Firm CRD
- 153649