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ES

Edwin J. Strazzulla

AMERICAN TRUST INVESTMENT SERVICES
San Clemente, CA 92672
CRD#: 1209491
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ES
Edwin James StrazzullaAMERICAN TRUST INVESTMENT SERVICES

Professional summary

Edwin James Strazzulla is a registered financial professional currently at AMERICAN TRUST INVESTMENT SERVICES, INC. located in San Clemente, California.

Edwin is registered as a RR (Registered Representative) and started their career in finance in 1983. Edwin has worked at 7 firms and has passed the Series 63, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Edwin James Strazzulla's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 8, 2024 - Present

AMERICAN TRUST INVESTMENT SERVICES, INC.

Office #1: 910 S El Camino Real #200, San Clemente, CA 92672
BD
CRD#: 3001
San Clemente, CA
Past

January 27, 2016 - April 2, 2024

CROWN CAPITAL SECURITIES, L.P.

RIA
CRD#: 6312
HUNTINGTON BEACH, CA
Past

November 15, 2010 - April 2, 2024

CROWN CAPITAL SECURITIES, L.P.

BD
CRD#: 6312
HUNTINGTON BEACH, CA
Past

December 15, 1995 - November 15, 2010

REGENCY SECURITIES, INC.

BD
CRD#: 7846
HUNTINGTON BEACH, CA
Past

December 21, 1990 - November 1, 1995

OSAIC WEALTH, INC.

BD
CRD#: 23131
SCOTTSDALE, AZ
Past

July 31, 1989 - December 31, 1990

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

July 31, 1989 - December 31, 1990

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

December 21, 1983 - August 10, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

BD
CRD#: 6403

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(4/9/2024)

Exams

State Security Law Exam
RR
Series 63
Date: 9/26/2025
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/17/1983
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

AT
AMERICAN TRUST INVESTMENT SERVICES, INC.
AMERICAN TRUST INVESTMENT SERVICES ADVISORY | PEERSON & COMPANY, INC. | PEERSON & COMPANY INVESTMENT SERVICES | AMERICAN TRUST INVESTMENT SERVICES, INC.

CRD#: 3001 / SEC#: , 8-14394

BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information

Main Address
910 S El Camino Real Suite 200, Whiting, IN 46394
Mailing Address
9040 Town Center Parkway, Lakewood Ranch, FL 34202
Phone number
(949) 524-2742
Established
Indiana since 12/23/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)

Documents

Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Direct owners and executive officers

NamePositionCRD#
CCIG ACQUISITION COMPANY, LLCOWNER
DEVER, JAMES FRANCISCEO1840373
KESSLER, KRISTOPHER CHARLESPRESIDENT4543640
LIPPY, IAN EDWARDCHIEF OPERATING OFFICER6037326
ONESTO, RICHARD ERNESTFINANCIAL OPERATIONS PRINCIPAL2453096
SLAVINSKY, CHARLES JOSEPHCCO/MSRB/ROP2807658

Disclosures

Regulatory Event5
Arbitration1

Red Flags

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Company Information

AMERICAN TRUST INVESTMENT SERVICES, INC.

CRD#: 3001San Clemente, CA 92672

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