TR
CFA · CFP
TR
CFA · CFP
Todd Rustman
24 Years of Experience
Newport Beach, CA
1 DisclosureBrokerSells Insurance
Todd Rustman is a CFA, CFP-designated registered investment advisor, based in Newport Beach, CA, with 24 years of industry experience.
Location
5000 Birch Street, Suite 100, Newport Beach, CA, 92660
Get directionsHistory
Regulatory History (1)
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Customer Dispute
March 2024Denied
Other Business ActivitiesSells Insurance
Todd is a board member for Gen-Next, a partner at Levendi Winery, a trustee for the Steve Rustman Irrevocable Life Insurance Trust, a real estate agent, and a manager/investor at Astarion LLC. He also receives referrals from Pathwise Financial Group and works nearly full-time at Clarity Capital Partners, Inc.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
July 2025 - Present · 10 mos
Summit Financial, LLC
July 2025 - Present · 10 mos
Previous Registrations
American Trust Investment Services, INC.Broker
November 2020 - August 2025 · 4 yrs 9 mos
Westpark Capital, INC.Broker
November 2017 - October 2020 · 2 yrs 11 mos
Alpha Cubed Investments, LLC
July 2016 - August 2016 · 1 mo
Niagara International Capital LimitedBroker
November 2013 - December 2017 · 4 yrs 1 mo
Whjr Associates
June 2011 - March 2013 · 1 yr 9 mos
Clarity Capital Partners
September 2010 - September 2025 · 15 yrs
Royal Alliance Associates, INC.
August 2010 - November 2013 · 3 yrs 3 mos
Royal Alliance Associates, INC.Broker
August 2010 - November 2013 · 3 yrs 3 mos
Next Financial Group, INC.
August 2008 - September 2010 · 2 yrs 1 mo
Next Financial Group, INC.Broker
September 2007 - September 2010 · 3 yrs
Associated Securities CORP.
February 2004 - April 2005 · 1 yr 2 mos
Associated Planners Investment Advisory INC
September 2002 - April 2005 · 2 yrs 7 mos
Associated Securities CORP.Broker
September 2002 - October 2007 · 5 yrs 1 mo
Ka Associates, INC.Broker
February 2000 - September 2000 · 7 mos
Pimco Advisors Distribution CompanyBroker
July 1995 - March 1996 · 8 mos
Chestnut Hill Securities,inc.Broker
February 1994 - February 1994 · 0 mos
State Registrations6 states
AZCAFLTXVAWA
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.