Christiane S. Tomasi
Professional summary
Christiane Salameh Tomasi, CFP® is a registered financial advisor currently at CS TOMASI WEALTH MANAGEMENT located in Costa Mesa, California and LPL FINANCIAL LLC located in Costa Mesa, California.
Christiane is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1997. Christiane has worked at 4 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Christiane Salameh Tomasi's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2010
Experience
April 7, 2017 - Present
CS TOMASI WEALTH MANAGEMENT
Office #1: 949 South Coast Drive Suite 500, Costa Mesa, CA 92626December 15, 2010 - Present
LPL FINANCIAL LLC
Office #1: 949 S Coast Dr Ste 500, Costa Mesa, CA 92626Office #2: 949 S Coast Dr Ste 500, Costa Mesa, CA 92626December 16, 2010 - September 6, 2017
LPL FINANCIAL LLC
March 14, 2002 - December 15, 2010
COMMONWEALTH FINANCIAL NETWORK
February 28, 2002 - December 15, 2010
COMMONWEALTH FINANCIAL NETWORK
September 26, 1997 - March 19, 2002
AVANTAX INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(12/15/2010)
(12/15/2010)
(4/7/2017)
(1/21/2021)
(12/15/2010)
(8/25/2023)
(4/28/2023)
(1/5/2026)
(6/22/2021)
(6/15/2017)
(1/5/2021)
(12/9/2024)
(7/19/2017)
Exams
FINRA
Current Firm
CS TOMASI WEALTH MANAGEMENT
CRD#: 287561 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 157 |
| AUM (Assets Under Management) | $ 90,300,610 |
Red Flags
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Company Information
CS TOMASI WEALTH MANAGEMENT
CRD#: 287561Costa Mesa, CA 92626TRUST BUT VERIFY
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