CT
Christiane S. Tomasi
CS TOMASI WEALTH MANAGEMENT
Costa Mesa, CA 92626
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CRD#: 2926168
CT
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
What are your service offerings?
Comprehensive Financial Planni...
Tax Planning
Retirement Planning
Insurance Planning
Estate Planning
Investment Planning
Employee and Employer Plan Ben...
Are you a "fiduciary"?
Yes
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.
1) Christiane Tomasi; investment-related; 949 South Coast Drive, Suite 250, Costa Mesa, CA 92626; Outside insurance sales; Licensed insurance agent; Since December 2010 (through LPL Financial); approx 1-2 hrs/mo. outside trading hours; insurance sales, including annuities and variable products. 2) CS TOMASI Wealth Management; non-investment-related; 949 South Coast Drive, Suite 250, Costa Mesa, CA 92626; Tax return preparation; Owner; Since 1994; approx 80 hrs/mo. during tax season & 50 hrs/mo. in off-season; 0 hrs/mo. during trading hours; Tax return preparation and tax guidance. 3) 02/03/2025 - CS TOMASI Wealth Management - Investment Related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date:01/01/1994 - 60 Hrs/Mth - 0 Hrs During Trading. 4) 08/10/2017 - CS TOMASI WEALTH MANAGEMENT - Investment Related -Registered Investment Advisor Hybrid -, Long Beach, CA - Start Date:04/12/2017 - 150 Hrs/Mth - 6 Hrs During Trading.I provide investment advisory services through CS Tomasi Wealth Management, an independent investment advisor firm. I started this business activity in 04/12/2017. I expect to spend approximately [150 hours per month] on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 5) 03/13/2019 - CHRISTIANE TOMASI - Miami, FL -Real Estate Rental - Investment Related - Start Date:02/01/2019 - 0 Hrs/Mth - 0 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Christiane Salameh Tomasi's 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®
CFP®
Start date: 2010
Experience
Current
April 7, 2017 - Present
CS TOMASI WEALTH MANAGEMENT
Office #1: 949 South Coast Drive Suite 250, Costa Mesa, CA 92626RIA
CRD#: 287561
Costa Mesa, CA
Current
December 15, 2010 - Present
LPL FINANCIAL LLC
Office #1: 949 S Coast Drive Suite 250, Costa Mesa, CA 92626Office #2: 949 S Coast Drive Suite 250, Costa Mesa, CA 92626RIA
BD
CRD#: 6413
Costa Mesa, CA
Past
December 16, 2010 - September 6, 2017
LPL FINANCIAL LLC
RIA
CRD#: 6413
LONG BEACH, CA
Past
March 14, 2002 - December 15, 2010
COMMONWEALTH FINANCIAL NETWORK
RIA
CRD#: 8032
LONG BEACH, CA
Past
February 28, 2002 - December 15, 2010
COMMONWEALTH FINANCIAL NETWORK
BD
CRD#: 8032
LONG BEACH, CA
Past
September 26, 1997 - March 19, 2002
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.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
Arizona(12/15/2010)
RR
California(12/15/2010)
IAR
California(4/7/2017)
RR
Colorado(1/21/2021)
RR
Minnesota(12/15/2010)
RR
Missouri(8/25/2023)
RR
New Mexico(4/28/2023)
RR
North Carolina(6/22/2021)
RR
Oregon(6/15/2017)
RR
Texas(1/5/2021)
IAR
Texas(12/9/2024)
RR
Washington(7/19/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
CT
CS TOMASI WEALTH MANAGEMENT
CHRISTIANE S. TOMASI | TOMASI, CHRISTIANE SALAMEH | CS TOMASI WEALTH MANAGEMENT | CHRISTIANE SALAMEH TOMASI
CRD#: 287561 / SEC#:
California
Registered Investment Advisory firm - (4/7/2017 Approved)Texas
Registered Investment Advisory firm - (12/2/2024 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
949 South Coast Drive Suite 250, Costa Mesa, CA 92626
Mailing Address
Phone number
(562) 494-4668
Established
Firm type
Fiscal year end
# of Employees
8
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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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
