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Sheila Tuttle Cimini

One Capital Management, LLC

Newport Beach, CA

Westlake Village, CA

CRD 3197117

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Employer firm

One Capital Management, LLC CRD 114861

$8.53B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting

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

Current Employers
One Capital Management, Llc

3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2021-03-19
  • CA RA
    APPROVED
    Since 2021-03-19

Branch Locations

520 Newport Beach Center Suite 745, Newport Beach, CA 92660 • United States

3075 Townsgate Road Suite 350, Westlake Village, CA 91361 • 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
Tiaa San Francisco CA 12/2007 03/2021
Tiaa-Cref Individual & Institutional Services, Llc San Francisco CA 12/2010 03/2021
One Capital Management Newport Beach CA 03/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-05-09
  • S66 Uniform Combined State Law Examination
    2011-05-09
Other Names
  • Sheila A Tuttle

View on SEC IAPD

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