Investment Advisory Agreement Lawyers for Vallejo, California

Need help with an investment advisory agreement in Vallejo, California?

ContractsCounsel connects businesses and individuals with experienced investment advisory agreement lawyers in Vallejo, California to help with drafting, reviewing, and negotiating your legal agreements.

Quick Facts — Investment Advisory Agreement Lawyers

Meet some of our Vallejo Investment Advisory Agreement Lawyers

Michael M. - Investment Advisory Agreement Lawyer in Vallejo, California
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4.9 (333)
Member Since:
September 10, 2022

Michael M.

Principal
Free Consultation
Los Angeles, California
39 Yrs Experience
Licensed in CA
NYU

www.linkedin/in/michaelbmiller I am an experienced contracts professional having practiced nearly 3 decades in the areas of corporate, mergers and acquisitions, technology, start-up, intellectual property, real estate, employment law as well as informal dispute resolution. I enjoy providing a cost effective, high quality, timely solution with patience and empathy regarding client needs. I graduated from NYU Law School and attended Rutgers College and the London School of Economics as an undergraduate. I have worked at top Wall Street firms, top regional firms and have long term experience in my own practice. I would welcome the opportunity to be of service to you as a trusted fiduciary. In 2022 and 2023, I was the top ranked attorney on the Contract Counsel site based upon number of clients, quality of work and number of 5 Star reviews.

Dolan W. - Investment Advisory Agreement Lawyer in Vallejo, California
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5.0 (346)
Member Since:
September 8, 2024

Dolan W.

Attorney
Free Consultation
San Diego, California
10 Yrs Experience
Licensed in CA
Purdue Law School

You need a lawyer who's more than just knowledgeable – you need someone who's on your side. That's where I come in. I'll be there every step of the way, offering clear communication and proactive solutions. Whether you're starting a business or navigating a complex legal matter, I'll help you make informed decisions and achieve your goals. I also have drafted many templates to save you money. Just use this link - https://www.contractscounsel.com/client/lawyer-profile/3764#Templates Why Choose Me? I put you first I'm proactive I'm efficient I'm accessible

Sarah S. - Investment Advisory Agreement Lawyer in Vallejo, California
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5.0 (17)
Member Since:
June 19, 2023

Sarah S.

Principal Attorney and Founder
Free Consultation
Los Angeles, California
22 Yrs Experience
Licensed in CA
Loyola Law School

With 20 years of transactional law experience, I have represented corporate giants like AT&T and T-Mobile, as well as mid-size and small businesses across a wide spectrum of legal needs, including business purchase agreements, entity formation, employment matters, commercial and residential real estate transactions, partnership agreements, online business terms and policy drafting, and business and corporate compliance. Recognizing the complexities of the legal landscape, I am dedicated to providing accessible and transparent legal services by offering a flat fee structure, making high-quality legal representation available to all. My extensive knowledge and commitment to client success establishes me as a trusted advisor for businesses of all sizes.

kresimir p. - Investment Advisory Agreement Lawyer in Vallejo, California
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Member Since:
November 7, 2025

kresimir p.

Principal
Free Consultation
los angeles, ca
32 Yrs Experience
Licensed in CA
Pepperdine university school of law

Kresimir Peharda is a corporate and M&A attorney. His clients benefit from his experience representing public companies and hands-on operational experience in three start-ups, two in healthcare and one in real estate. Kresimir has assisted his public clients in IPOs, spin-offs, going private transactions, SEC compliance, corporate governance, corporate reorganizations and complex financing transactions. He advises early stage and middle market companies on contracts, equity compensation, debt and equity financing, mergers and acquisitions, and shareholder matters.

Don M. - Investment Advisory Agreement Lawyer in Vallejo, California
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Member Since:
November 29, 2025

Don M.

General Counsel & Chief Legal Officer
Free Consultation
Las Vegas, NV
22 Yrs Experience
Licensed in CA DC, NY
UCLA School of Law

AI and crypto-savvy Attorney with 20+ years’ experience advising companies in I.T., software, telecommunications, FinTech and Artificial Intelligence (AI) with 9+ yrs spent in GC roles. Barred in 3 states (Calif. New York & Wash. D.C.) plus the U.S. Supreme Court. Registered Patent Attorney (USPTO). Extremely versatile, with subject matter expertise in a variety of legal topics highly useful for tech and startup companies, including IP, privacy, financial / banking laws (Regulation E, UDAAP, ID Theft Red Flags Rule, etc.), AML, KYC, export controls, litigation/ADR, cryptocurrency regulations and the rules governing the use of A.I. Deep understanding of computer technology via Master’s in Comp. Info. Systems (MSCIS). Also pre-law business experience. Certifications: Certified Anti-Money Laundering Specialist (CAMS); Certified Information Privacy Professional (CIPP-US); Certified HIPAA Professional. Education: Law degree (JD): UCLA, 2003. MSCIS: Boston Univ., 2011.

Kevin G. - Investment Advisory Agreement Lawyer in Vallejo, California
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Member Since:
January 22, 2026

Kevin G.

Attorney
Free Consultation
San Francisco Bay Area
38 Yrs Experience
Licensed in CA
UCLA School of Law

For more than three decades, Kevin M. Gross has served as a trusted legal advisor to senior management and executive teams providing guidance on global compliance issues (anti-corruption, trade regulation, AML/KYC, privacy, and conflicts of interest), strategic concerns, due diligence, and risk mitigation strategies. In 2020, he founded C&R Consulting Group LLC to provide practical, cost-effective compliance and risk services to small and medium sized businesses. Prior to starting his own consulting firm, Kevin worked at Penumbra, Inc., a global healthcare company that manufactures and sells medical devices to healthcare providers, hospitals and clinics in more than 100 countries. At Penumbra, Kevin was the primary legal advisor to the company’s international sales and marketing executives. In addition, as Penumbra’s principal compliance lawyer, he conducted risk assessments and provided guidance and solutions to Penumbra’s internal compliance team. He oversaw due diligence on Penumbra’s international distributors, regulatory and sales agents, and other commercial partners. Prior to joining Penumbra, Kevin spent 15 years inside Chevron’s legal, compliance and upstream law departments, where he advised senior management on the company’s compliance and risk programs. Kevin overhauled Chevron’s hotline and investigations programs, strengthened internal controls and compliance procedures, and developed best practices and training for compliance personnel and investigators. Kevin also managed and conducted dozens of sensitive, high-profile investigations across six continents (internal and external), including FCPA, cybersecurity threats, and high-value theft and procurement frauds. Kevin directed outside counsel responses to SEC and DOJ inquiries, which were terminated without further action. He developed and conducted FCPA and compliance training for leadership teams and others across the enterprise. Prior to his tenure at Chevron, Kevin spent a decade as a senior enforcement attorney at the US Securities and Exchange Commission Division of Enforcement. At the SEC, he investigated and prosecuted cases involving securities fraud, insider trading, accounting fraud, options backdating, Ponzi schemes, and FCPA violations. Kevin filed and litigated SEC administrative and federal court actions against companies and individuals accused of violating federal securities laws. Early in his career, Kevin was a commercial litigator at Faegre Drinker LLP, an AmLaw 100 firm where he oversaw the investigation and resolution of insurance coverage disputes and other commercial litigation matters. In this role, Kevin took and defended hundreds of depositions, argued dozens of motions, and brought several cases to jury trials in US district courts. Kevin has received numerous accolades from clients and industry leaders, and is a frequent speaker at ACC, ACI, BECA, Consero and other conferences.

Neil R. - Investment Advisory Agreement Lawyer in Vallejo, California
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Member Since:
January 29, 2026

Neil R.

Partner/Shareholder
Free Consultation
Hood River, OR
39 Yrs Experience
Licensed in CA OR, WA
University of Pennyslvania (JD)

Neil Rust is a transactional attorney with almost four decades of experience ranging across a broad range of fields, including M&A, finance, structured finance, VC and general corporate. Before moving to Oregon, Mr. Rust was a partner at the Los Angeles office of an international law for 26 years and the Century City office of a national law firm for 5 years. During his big firm tenure, Neil Rust gathered experience across multiple industries and enjoys counselling clients as much as drafting and negotiating.

Spencer J. - Investment Advisory Agreement Lawyer in Vallejo, California
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Member Since:
April 8, 2026

Spencer J.

Fractional General Counsel
Free Consultation
Los Angeles, CA
17 Yrs Experience
Licensed in CA
Loyola Law School

I provide the strategic legal guidance of an in-house general counsel without the full-time overhead. Whether you're launching a startup, scaling your digital business, or navigating complex privacy regulations, I'm here to help. With a practice concentrated in privacy law, digital marketing compliance, and small business operations, I help clients make informed decisions that protect their interests while supporting their growth objectives.

Gene R. - Investment Advisory Agreement Lawyer in Vallejo, California
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Member Since:
May 6, 2026

Gene R.

Lawyer
Free Consultation
San Jose, CA
30 Yrs Experience
Licensed in CA DC
Harvard Law School

I help founders and business owners set up core contracts, deal documents, and ownership terms so they can form companies, close business sales, bring in partners, and launch products without expensive surprises later. I focus on LLC and corporation formations and operating/shareholder agreements, business sales, founder and partner arrangements (including buyouts and separations), commercial contracts (NDAs, MSAs, privacy policies), and IP/SaaS ownership and licensing tied to those deals. Clients describe me as “the antidote to Big Law inefficiency,” “a legal sniper,” and say I’ve “potentially saved hundreds of thousands” by catching gaps other lawyers missed. I do all my own work, explain options in plain English, and give clear scope and hour ranges before I start. Harvard Law (cum laude), MIT, former Wilson Sonsini attorney, and GC/VP Legal for media and tech companies and venture‑backed startups, with a 5.0 rating and repeat clients on this platform.

Nick G. - Investment Advisory Agreement Lawyer in Vallejo, California
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Member Since:
March 20, 2026

Nick G.

Attorney
Free Consultation
San Diego, California
1 Yr Experience
Licensed in CA
University of California College of the Law, San Francisco

My name is Nick Gleason, and I’m an attorney licensed in California and a veteran of the United States Navy. While in law school, during my clerkship with Mob Entertainment, I worked under the General Counsel, drafting cease and desist letters, demand letters, and assignment and licensing agreements. I also worked with outside counsel on copyright infringement matters, helping to protect the interests of the company. Now in my professional practice, I continue to help clients like you protect your interests by offering affordable legal representation for all your contract and copyright needs. I can draft contracts, review proposed agreements for vulnerabilities, and negotiate terms on your behalf, as well as prepare effective cease and desist letters and demand letters tailored to your situation, including in copyright and DMCA-related matters. I will always be fair and transparent with my fees. I’d love to hear from you.

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Lawyer Reviews for Vallejo Investment Advisory Agreement Projects

Review & Redline Form ADV Part 2A, Portfolio Management Contract, and Financial Planning Agreement

5.0

"Michael's credentials and resume are a testament to his expertise, particularly his extensive legal experience and nuanced understanding of financial matters, which were evident in every interaction. He played a crucial role in preventing me from entering into an agreement that could have gravely jeopardized my financial future, with potential generational consequences. His advice was not just technically sound but delivered with a clarity and urgency that was both impressive and impactful. Interacting with Michael reminded me of watching Winston Wolf from 'Pulp Fiction'—efficient, direct, and incredibly effective. Why hire Michael? The value I received for every dollar spent was extraordinary. To give a sense of the scale, it felt like for every $1 in fees, the practical value returned was over $100—a ratio that signifies exceptional expertise and guidance. This was not just a financial gain for me, but an investment that will benefit my heirs immeasurably. Michael's approach was not just about providing legal advice; it was tailored to my unique situation, demonstrating his ability to adapt his vast knowledge to individual needs. A heartfelt thank you, Michael, for your meticulous attention to my case."

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Clients Rate Lawyers 4.9 Stars
based on 19,551 reviews
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ContractsCounsel User

Recent Project:
Create Investment Advisory Agreement
Location: California
Turnaround: Less than a week
Service: Drafting
Doc Type: Investment Advisory Contract
Number of Bids: 7
Bid Range: $700 - $3,000

ContractsCounsel User

Recent Project:
Review Investment Advisory Contract
Location: California
Turnaround: Less than a week
Service: Contract Review
Doc Type: Investment Advisory Contract
Page Count: 17
Number of Bids: 6
Bid Range: $600 - $2,950
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