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Ruben Cisneros

Seacrest Wealth Management, LLC

Long Beach, CA

Purchase, NY

CRD 4015223

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Employer firm

Seacrest Wealth Management, LLC CRD 147092

$1.53B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Seacrest Wealth Management, Llc

3000 Westchester Avenue Suite 206, Purchase, NY 10577 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

111 W.OCean Blvd. 4Th Floor, Long Beach, CA 90802 • United States

3000 Westchester Avenue Suite 206, Purchase, NY 10577 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated El Segundo CA 11/2007 05/2020
Bank Of America N.A. Long Beach CA 12/2014 05/2020
Seacrest Wealth Management, Llc Long Beach CA 05/2020 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 1999-12-09
  • S66 Uniform Combined State Law Examination
    1999-12-09
Designations
  • Certified Financial Planner
Other Names
  • Ruben Cisneros
  • Ruben Villa Cisneros
  • Ruben V Cisneros

View on SEC IAPD

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