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Daniel L. Mezzera

Investment Adviser Representative at Gerber Kawasaki Wealth & Investment Management

Santa Monica, CACRD #7364505Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
5 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Daniel L. Mezzera is an investment adviser representative with Gerber Kawasaki Wealth & Investment Management in Santa Monica, CA, where they have been registered since 2021, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.

Office

2437 Main Street
Santa Monica, CA 90405

Advisors at this office: 37

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/17/2021

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Gerber Kawasaki Wealth & Investment ManagementCurrent
4/17/2021 – Santa Monica, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Gerber Kawasaki Wealth & Investment Management
    Apr 2021 – no end date reportedSanta Monica, CA
  2. Tecolote Research Inc
    May 2007 – Jun 2021El Segundo, CA

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Gerber Kawasaki Wealth & Investment Management

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other
Firm's annual rate schedule by assets
  • Under $250,0001.50%
  • Over $250,0001.00%

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Investment CompaniesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthInvestment CompaniesPension/Profit SharingCharitable OrganizationsState/MunicipalCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
39
Offices listed on AdvisorFinder:
1
Main office:
Santa Monica, CA
SEC file number:
801-79339

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 7, 2026

View full firm profile

Other advisors at Gerber Kawasaki Wealth & Investment Management

Showing 12 of 39 in the directory

View Gerber Kawasaki Wealth & Investment Management firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Daniel L. Mezzera has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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