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Steven Mathews Gasparini

Investment Adviser Representative at DESTINATION WEALTH MANAGEMENT

Walnut Creek, CACRD #6201195Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
10 yrs
States Registered
1 states
Exams Passed
4

Professional summary

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

Steven Mathews Gasparini has worked in the securities industry since 2016. They are registered to provide investment advisory services in California.

Registrations & licenses

Registration type
Dual-registered
Registered in 1 states
California
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 12/6/2019
Series 66
Uniform Combined State Law Examination
Passed 7/7/2017
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 5/11/2016

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
Next $1m0.88%
First $500,0001.15%
Next $500,0000.98%
Next $1m0.93%
Next $1m0.83%
Next $1m0.78%
Flat: $5M-$10M0.75%
Flat: $10M-$15M0.70%
Flat: $15M-$20M0.65%
Flat: $20M+0.60%
Account minimum: $500,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

Destination Wealth Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

DESTINATION WEALTH MANAGEMENTCurrent
9/9/2024Walnut Creek, CA
CREATIVE PLANNING
4/22/20218/2/2024San Francisco, CA
SBSB FINANCIAL ADVISORS
12/6/20194/13/2021Mclean, VA

Official records & sources

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

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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. Steven Mathews Gasparini 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.

Steven Mathews Gasparini - Financial Advisor in Walnut Creek, CA | AdvisorFinder