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David Leroy Gemmer

Investment Adviser Representative at Gemmer Asset Management LLC

Walnut Creek, CACRD #855865Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
40 yrs
Exams Passed
1

Professional summary

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

David Leroy Gemmer is an investment adviser representative with Gemmer Asset Management LLC in Walnut Creek, CA, where they have been registered since 1992. They have worked in the securities industry since 1986 and were previously registered with Coit-gemmer Capital Management. They have passed the Series 1 exam. They are registered to provide investment advice in California.

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 1
Registered Representative Examination
Passed 8/17/1978

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Gemmer Asset Management LLCCurrent
7/28/1992 – Walnut Creek, CA
Coit-gemmer Capital Management
9/18/1986 – 11/28/2010Walnut Creek, 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. Gemmer Asset Management LLC
    Jan 1992 – no end date reportedWalnut Creek, CA

Official records & sources

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

About Gemmer Asset Management LLC

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

Fee arrangements the firm reports

  • Percentage of assets under management
Firm account minimum
$25,000 (waivable)

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

Portfolio Management for Individuals and Small Businesses

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCharitable OrganizationsOther Investment AdvisersCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
8
Offices listed on AdvisorFinder:
1
Main office:
Walnut Creek, CA
SEC file number:
801-56517

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

Form ADV data as of March 23, 2026

View full firm profile

Other advisors at Gemmer Asset Management LLC

7 other advisors in the directory

View Gemmer Asset Management LLC firm profile

Similar advisors in Walnut Creek, CA

Other advisors whose filed branch office is in the same city.

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. David Leroy Gemmer 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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