Todd Alan Cline

CFP

Seaside Wealth Management, INC.

23 Years of Experience

1 DisclosureSells Insurance

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningCharitable GivingEducation PlanningTax PlanningHigh Net Worth

Seaside Wealth Management, INC.

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

6 advisors

Number of Clients

346 clients

Average Client Portfolio

$1.0M average

Assets Under Management

$362.3M

Fee Structure

Minimum Investment:$750K

Location

655 W Broadway 12th Fl, San Diego, CA, 92101

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History

Regulatory History (1)

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Criminal

January 1988

Final Disposition

View Full SEC Report How to Read Disclosures

Other Business ActivitiesSells Insurance

Todd sells life insurance, annuities, and long-term care through various companies since 2019. He also provides financial education to veterans and promotes ID360 identity theft protection, dedicating minimal time to each of these activities.

Employment History

Current Registrations

Seaside Wealth Management, INC.

September 2025 - Present · 5 mos

Previous Registrations

Cetera Advisor Networks LLC

December 2020 - June 2023 · 2 yrs 6 mos

Cetera Investment Advisers LLC

November 2020 - September 2025 · 4 yrs 10 mos

Cetera Investment Services LLCBroker

June 2018 - September 2025 · 7 yrs 3 mos

Summit Brokerage Services, INC.Broker

June 2018 - December 2019 · 1 yr 6 mos

Cetera Wealth Services, LLCBroker

May 2016 - September 2025 · 9 yrs 4 mos

Cetera Financial Specialists LLCBroker

May 2016 - September 2025 · 9 yrs 4 mos

Cetera Advisors LLCBroker

May 2015 - September 2025 · 10 yrs 4 mos

First Allied Advisory Services, INC.

July 2012 - November 2020 · 8 yrs 4 mos

First Allied Securities, INC.

April 2011 - July 2012 · 1 yr 3 mos

First Allied Securities, INC.Broker

April 2011 - September 2022 · 11 yrs 5 mos

Madison Avenue Securities, INC.

September 2009 - March 2011 · 1 yr 6 mos

Madison Avenue Securities, INC.Broker

May 2008 - March 2011 · 2 yrs 10 mos

Quest Capital Strategies, INC.Broker

February 2005 - April 2007 · 2 yrs 2 mos

Intersecurities, INC.Broker

March 2000 - March 2004 · 4 yrs

Pruco Securities CorporationBroker

January 1998 - June 1998 · 5 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.