Best Investors Account Sign in
Inactive

Rob Marvin Sigler

Westshore Wealth

Newport Beach, CA

CRD 2364256

Claim This Profile
Employer firm

Westshore Wealth CRD 283843

$662M regulatory AUM 4 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Westshore Wealth

4041 Macarthur Blvd. Suite #160, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-09-29
  • CA RA
    APPROVED
    Since 2025-09-29

Branch Locations

4041 Macarthur Blvd. Suite #160, Newport Beach, CA 92660 • 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
Ubs Securities San Francisco CA 11/2009 08/2017
Retired Irvine CA 08/2017 10/2018
Westshore Wealth Newport Beach CA 10/2018 Present
  • 11/2009 → 08/2017
    Ubs Securities
    San Francisco, CA
  • 08/2017 → 10/2018
    Retired
    Irvine, CA
  • 10/2018 → Present
    Westshore Wealth
    Newport Beach, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1993-10-18
  • S63 Uniform Securities Agent State Law Examination
    1993-10-18
Other Names
  • Robert M Sigler
  • Robert Marvin Sigler
  • Robert Marvin Sigler

View on SEC IAPD

Nearby Firms

OKAPI CAPITAL, LLC
OCVC, LLC
MIG CAPITAL, LLC

Nearby Investors

WILLIAM ERIC BLANTON
Travis L. Shirley
Michael Schanna

Nearby Offices

OKAPI CAPITAL, LLC · NEWPORT BEACH, CA
OCVC, LLC · NEWPORT BEACH, CA
MIG CAPITAL, LLC · NEWPORT BEACH, CA

More in Newport Beach, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor