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Select Money Management, Inc. CRD 153256
$1.80B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2121 Ave. Of The Stars Suite 1600, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-09 |
| TX | RA | APPROVED | 2026-02-09 |
Branch Locations
2121 Ave. Of The Stars Suite 1600, Los Angeles, CA 90067 • United States
120 Vantis Drive Suite 440, Aliso Viejo, CA 92656 • United States
2121 Avenue Of The Stars Suite 1600, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-17 |
| TX | RA | APPROVED | 2025-10-17 |
Branch Locations
120 Vantis Dr Suite 440, Aliso Viejo, CA 92656 • United States
2121 Avenue Of The Stars Suite 1600, Los Angeles, CA 90067 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Select Portfolio Management, Inc. | Aliso Viejo | CA | 03/1996 | 10/2025 |
| Securities Equity Group | Aliso Viejo | CA | 03/1999 | Present |
| Select Money Management, Inc. | Aliso Viejo | CA | 03/2010 | 10/2025 |
| Seia Llc | Aliso Viejo | CA | 10/2025 | Present |
1) Mark Goldsmith, Agent. Non-Investment related. 120 Vantis, Suite 440, Aliso Viejo, CA 92656. Fixed Life and Annuity Sales. Agent. Start Date 2000. 40 hours/month-20 during trading hours. Sales of fixed life and annuity contracts to clients. 2) G-Land Hale Nani, LLC - Non-Investment related. 11961 Kensington, Rossmoor, CA 90720. Family-owned residential rental property. Owner. Manager. Start Date 2020. 10 hours/month-5 during trading hours. Management duties. 3)SEIA LLC POSITION: Sr. Financial Advisor, NATURE: RIA, INVESTMENT RELATED: Yes, NUMBER OF HOURS: 160, SECURITIES TRADING HOURS: 120, START DATE: 10/17/2025 ADDRESS: 120 Vantis Dr, Suite 440,Aliso Viejo CA 92656, United States DESCRIPTION: RIA sales & service Licensed Insurance Producer Position: Licensed Insurance Producer, Nature: Insurance, Investment Related: Yes, Number of Hours: 20, Securities Trading Hours: 10, Start Date: 10/17/2025 Address: 120 Vantis Dr, Suite 440, Aliso Viejo, CA 92656 Description: Insurance sales and service consistent with financial planning
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-05-22 |
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