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Seia CRD 108163
$22.5B regulatory AUM 114 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2121 Avenue Of The Stars Suite 1600, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-18 |
Branch Locations
2121 Avenue Of The Stars Suite 1600, Los Angeles, CA 90067 • United States
5885 Landerbrook Dr, Ste 200, Cleveland, OH 44124 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Carolina Brothers Pit Bbq | Ashburn | VA | 09/2016 | 01/2022 |
| Vlp Financial Advisors | Vienna | VA | 01/2022 | 06/2023 |
| Vlp Financial | Vienna | VA | 07/2023 | 06/2024 |
| Student | Ashburn | VA | 08/2013 | 05/2023 |
| Cetera Advisor Networks Llc | El Segundo | CA | 01/2022 | 09/2023 |
| Cetera Advisor Networks Llc | El Segundo | CA | 09/2023 | 06/2024 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 11/2023 | 06/2024 |
| Summit Financial Strategies | Columbus | OH | 06/2024 | 09/2025 |
| Seia Llc | Cleveland | OH | 09/2025 | Present |
| Sia Llc | Cleveland | OH | 09/2025 | Present |
GEORGE MASON UNIVERSITY FINANCIAL PLANNING & WEALTH MANAGEMENT ADVISORY BOARD; POSITION: Nextgen Committee Member, NATURE: Advisory Board, INVESTMENT RELATED: No, NUMBER OF HOURS: 4, SECURITIES TRADING HOURS: 1, START DATE: 10/2023 ADDRESS: 4400 University Dr, Fairfax, VA 22030, United States DESCRIPTION: To assist regular advisory board members in support of university program SEIA LLC POSITION: Associate Advisor, NATURE: RIA, INVESTMENT RELATED: Yes, NUMBER OF HOURS: 160, SECURITIES TRADING HOURS: 120, START DATE: 09/16/2025 ADDRESS:5885 Landerbrook Dr, Suite 200, Cleveland OH 44124, United States DESCRIPTION: RIA sales & service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-11-28 |
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