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Gerard Singfield

14 Years of Experience
Woodland Hills, CA
1 DisclosureSells Insurance

Gerard Singfield is a registered investment advisor at Culture Capital Partners, LLC, based in Woodland Hills, CA, with 14 years of industry experience. Gerard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 2 clients with $76K in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$76K

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Woodland Hills, CA

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
July 2010
Final
Other Business ActivitiesSells Insurance

Gerard provides life insurance to clients and offers business management services, including budgeting and bill pay. He dedicates about a quarter of his time to these activities as an owner of Culture Capital Partners.

Employment History
Current Registrations
Culture Capital Partners, LLC
February 2025 - Present · 1 yr 3 mos
Previous Registrations
Culture Capital Partners, LLC
January 2024 - December 2024 · 11 mos
Culture Capital Partners, LLC
January 2021 - December 2023 · 2 yrs 11 mos
Culture Capital Partners, LLC
May 2020 - December 2020 · 7 mos
The Pacific Group
August 2019 - September 2020 · 1 yr 1 mo
Culture Capital Partners, LLC
January 2019 - September 2019 · 8 mos
Charles Schwab & CO., INC.Broker
April 2015 - September 2018 · 3 yrs 5 mos
Charles Schwab & CO., INC.
March 2015 - September 2018 · 3 yrs 6 mos
E*trade Capital Management, LLC
July 2012 - March 2015 · 2 yrs 8 mos
E*trade Securities LLCBroker
January 2011 - March 2015 · 4 yrs 2 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Gerard Singfield - Financial Advisor | TrueAdvisor