David Pedersen is a registered investment advisor at Hermosa Advisors, based in Hermosa Beach, CA, with 6 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Estate Planning, Financial Planning & Coaching, Retirement Planning, and 1 more. Their firm serves 16 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Hermosa Advisors does not offer ongoing portfolio management or investment management services. They provide investment consultation, offering information on investment vehicles, analysis, strategy, and portfolio design, but do not manage client accounts.
Location
Hermosa Beach, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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David is a part-time adjunct instructor at the University of California, Los Angeles Extension since 2016. This activity is not investment-related and involves minimal time after business hours.
Employment History
Current Registrations
Hermosa Advisors
State Registrations2 states
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.