Robert Gordon Seid

Employer firm

Blue Summit Wealth Management CRD 148782

$211M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting

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

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

Current Employers

Employment History

• 02/2015 → Present
  Blue Summit Wealth Management
  La Mesa, CA
• 06/2010 → Present
  Beojiko Corporation
  Seattle, WA
• 05/2017 → 06/2018
  Cetera Advisors Llc
  Denver, CO
• 06/2018 → Present
  Blue Summit Wealth Management
  La Mesa, CA

Previous Registrations

• 2018-02-22 → 2018-06-03
  Cetera Advisors Llc
  La Mesa, CA
  Greenwood Village, IL
  La Mesa, CA

Other Businesses

1. NAME OF OTHER BUSINESS: COZY SURFY CABIN INVESTMENT RELATED: NO ADDRESS: 3036 LANDIS STREET, SAN DIEGO, CA 92104 NATURE OF BUSINESS: RENTAL PROPERTY VIA AIRBNB START DATE: 11/2015 POSITION/TITLE/RELATIONSHIP: PROPERTY OWNER APX NUMBER OF HOURS PER WEEK: 10 APX NUMBER OF HOURS DURING TRADING HOURS: VARIES BRIEF DESCRIPTION OF DUTIES: MANAGE PROPERTY. 2. NAME OF OTHER BUSINESS: ROBERT G. SEID INVESTMENT RELATED: NO ADDRESS: 3036 LANDIS STREET, SAN DIEGO, CA 92104 NATURE OF BUSINESS: COMMERCIAL FISHERMAN START DATE: 06/2011 POSITION/TITLE/RELATIONSHIP: DECKHAND APX NUMBER OF HOURS ANNUALLY: 80 APX NUMBER OF HOURS DURING TRADING HOURS: N/A BRIEF DESCRIPTION OF DUTIES: COMMERCIAL FISHERMAN/ DECKHAND. 3. NAME OF OTHER BUSINESS: DBA BLUE SUMMIT WEALTH MANAGEMENT INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED NATURE OF BUSINESS: FINANCIAL PLANNING START DATE: 02/18/2015 POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE ASSISTANT / CLIENT SERVICES APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: ADMINISTRATIVE ASSISTANT / CLIENT SERVICES. 4. Captain; Abso corp; Investment related: No; Location:3036 Landis Street, San Diego, CA USA, 92104; Description of the business: Commercial fishing; Started: 2019-06-01; Hours devoted to business during trading hours: 5; Hours devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 50

Exams

• S66 Uniform Combined State Law Examination
  2017-05-26