RS
RS

Robert Gordon Seid

9 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningSocially Responsible InvestingFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
220 clients
Average Client Portfolio
$877K average
Assets Under Management
$192.9M

Fee Structure

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Location

4660 La Jolla Village Drive, Suites 100 & 200, San Diego, CA, 92122

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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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Other Business Activities

Robert owns a rental property via Airbnb since 2015 and works as a commercial fisherman/deckhand since 2011. He also works as an administrative assistant/client services for DBA Blue Summit Wealth Management and as a captain for Abso corp.

Employment History
Current Registrations
Blue Summit Wealth Management
June 2018 - Present · 7 yrs 8 mos
Previous Registrations
Cetera Advisors LLC
February 2018 - June 2018 · 4 mos
Cetera Advisors LLCBroker
May 2016 - June 2018 · 2 yrs 1 mo
State Registrations2 states
CATX
Advisor
Exams
No exam information available for this advisor.