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CFP
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CFP

Ruben Cisneros

Seacrest Wealth Management, LLC
24 Years of Experience
Long Beach, CA
View SEC Summary
View SEC Summary

Ruben Cisneros is a CFP-designated registered investment advisor at Seacrest Wealth Management, LLC, based in Long Beach, CA, with 24 years of industry experience. Ruben operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Divorce Planning, Education Planning, and 5 more. Their firm serves 1,498 clients with $1.5B in assets under management.

Seacrest Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
35 advisors
Number of Clients
1,498 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.5B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees vary up to 2.00% annually based on the size and complexity of the relationship. Fees are negotiable at the advisor's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

111 W.Ocean Blvd., 4th Floor, Long Beach, CA, 90802

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Seacrest Wealth Management, LLC
June 2020 - Present · 6 yrs 4 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2008 - June 2020 · 12 yrs 5 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2008 - June 2020 · 12 yrs 5 mos
Citigroup Global Markets INC.Broker
August 2004 - November 2007 · 3 yrs 3 mos
Citigroup Global Markets INC.
August 2004 - November 2007 · 3 yrs 3 mos
American Express Financial Advisors, INC.
January 2002 - September 2003 · 1 yr 8 mos
American Express Financial Advisors INC.Broker
December 2001 - September 2003 · 1 yr 9 mos
Ids Life Insurance CompanyBroker
December 2001 - September 2003 · 1 yr 9 mos
American Express Financial Advisors INC.Broker
November 1999 - May 2000 · 6 mos
Ids Life Insurance CompanyBroker
November 1999 - May 2000 · 6 mos
State Registrations1 state
CA
Advisor

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.
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Ruben Cisneros - Financial Advisor | TrueAdvisor