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Christiane Salameh Tomasi

Cs Tomasi Wealth Management

Costa Mesa, CA

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Current Employers
Cs Tomasi Wealth Management

949 South Coast Drive Suite 500, Costa Mesa, CA 92626 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-12-02
CA RA APPROVED 2017-04-07
  • TX RA
    APPROVED_RES
    Since 2024-12-02
  • CA RA
    APPROVED
    Since 2017-04-07

Branch Locations

949 South Coast Drive Suite 500, Costa Mesa, CA 92626 • 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
Cs Tomasi Inc. Long Beach CA 01/2000 02/2021
Lpl Financial Llc Long Beach CA 12/2010 Present
Cs Tomasi Wealth Management Costa Mesa CA 07/2017 Present
Lpl Financial Llc Long Beach CA 12/2010 09/2017
  • 01/2000 → 02/2021
    Cs Tomasi Inc.
    Long Beach, CA
  • 12/2010 → Present
    Lpl Financial Llc
    Long Beach, CA
  • 07/2017 → Present
    Costa Mesa, CA
  • 12/2010 → 09/2017
    Lpl Financial Llc
    Long Beach, CA
Previous Registrations
Other Businesses

1) Christiane Tomasi; investment-related; 949 South Coast Drive, Suite 250, Costa Mesa, CA 92626; Outside insurance sales; Licensed insurance agent; Since December 2010 (through LPL Financial); approx 1-2 hrs/mo. outside trading hours; insurance sales, including annuities and variable products. 2) CS TOMASI Wealth Management; non-investment-related; 949 South Coast Drive, Suite 250, Costa Mesa, CA 92626; Tax return preparation; Owner; Since 1994; approx 80 hrs/mo. during tax season & 50 hrs/mo. in off-season; 0 hrs/mo. during trading hours; Tax return preparation and tax guidance. 3) 02/03/2025 - CS TOMASI Wealth Management - Investment Related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date:01/01/1994 - 60 Hrs/Mth - 0 Hrs During Trading. 4) 08/10/2017 - CS TOMASI WEALTH MANAGEMENT - Investment Related -Registered Investment Advisor Hybrid -, Long Beach, CA - Start Date:04/12/2017 - 150 Hrs/Mth - 6 Hrs During Trading.I provide investment advisory services through CS Tomasi Wealth Management, an independent investment advisor firm. I started this business activity in 04/12/2017. I expect to spend approximately [150 hours per month] on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 03/13/2019 - CHRISTIANE TOMASI - Miami, FL -Real Estate Rental - Investment Related - Start Date:02/01/2019 - 0 Hrs/Mth - 0 Hrs During Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-10
S63 Uniform Securities Agent State Law Examination 1997-10-09
  • S65 Uniform Investment Adviser Law Examination
    1999-12-10
  • S63 Uniform Securities Agent State Law Examination
    1997-10-09
Designations
Other Names
  • Christiane Salameh Tomasi

View on SEC IAPD

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