Dezaree Maree Seeds

Employer firm

Sierra Ocean, LLC CRD 313829

$545M 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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 07/2019
  United Capital Financial Advisers, Llc
  Newport Beach, CA
• 06/2021 → Present
  Sierra Ocean, Llc
  Ripon, CA
• 07/2019 → 06/2021
  Goldman Sachs Personal Financial Management
  Modesto, CA

Previous Registrations

• 2014-08-29 → 2021-08-25
  United Capital Financial Advisors
  Modesto, CA
  Modesto, CA
  Sacramento, CA
• 2013-01-09 → 2014-12-31
  Valley Wealth, Inc.
  Modesto, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-01-08

Designations

• Certified Financial Planner