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1330 Orange Avenue Suite 250, Coronado, CA 92118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-24 |
Branch Locations
1330 Orange Avenue Suite 250, Coronado, CA 92118 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | San Diego | CA | 04/2007 | 03/2020 |
| Morgan Stanley Smith Barney | San Diego | CA | 06/2009 | 03/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2020 |
| Sestante Capital Advisors, Llc | Coronado | CA | 04/2020 | Present |
| Sestante Wealth Management, Llc | Coronado | CA | 04/2025 | Present |
1. Sestante Venture Capital, LLC; investment-related; Coronado, CA; Manager & Member; Manager; March 2020; 10 hours/month; 1 hour during business hours; Manager 2. Sestante Family Officer Services, LLC; not investment-related; Coronado, CA; Manager & Member; Manager; March 2020; 10 hours/month; 1 hour during business hours; Manager
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-13 |
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