Todd A. Cline

SEASIDE WEALTH MANAGEMENT

Carlsbad, CA 92009

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CRD#: 2980491

Professional summary

Todd Alan Cline, AIF® is a registered financial advisor currently at SEASIDE WEALTH MANAGEMENT, INC. located in Carlsbad, California.

Todd is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Todd has worked at 13 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 6 and Series 24 exams.

Question & Answer

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) NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE START DATE: 07/2019 APX NUMBER OF HOURS PER WEEK: VARIES APX NUMBER OF HOURS DURING TRADING HOURS: VARIES POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, ANNUITIES AND LONG TERM CARE ; 2) NAME OF OTHER BUSINESS: THE ROSIE NETWORK ; INVESTMENT RELATED: NO ; ADDRESS: 9242 LIGHTWAVE AVE, SAN DIEGO, CA 92123 NATURE OF BUSINESS: FINANCIAL EDUCATION ; START DATE: 09/2016 ; POSITION/TITLE/RELATIONSHIP: EDUCATOR ; APX NUMBER OF HOURS PER WEEK: LESS THAN 1 ; APX NUMBER OF HOURS DURING TRADING HOURS: LESS THAN 1 ; BRIEF DESCRIPTION OF DUTIES: TEACH A CLASS IN A SERIES WHICH EMPOWERS VETERANS TO LAUNCH AND GROW THEIR BUSINESS ;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Alan Cline'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

September 11, 2025 - Present

SEASIDE WEALTH MANAGEMENT, INC.

Office #1: 6154 Innovation Way, Carlsbad, CA 92009

RIA

CRD#: 271039

Carlsbad, CA

Past

December 9, 2020 - June 29, 2023

CETERA WEALTH SERVICES, LLC

RIA

CRD#: 13572

SAN DIEGO, CA

Past

November 12, 2020 - September 2, 2025

CETERA INVESTMENT ADVISERS LLC

RIA

CRD#: 105644

SAN DIEGO, CA

Past

June 2, 2018 - December 3, 2019

SUMMIT BROKERAGE SERVICES, INC.

CRD#: 34643

San Diego, CA

Past

June 2, 2018 - September 2, 2025

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

SAN DIEGO, CA

Past

May 17, 2016 - September 2, 2025

CETERA WEALTH SERVICES, LLC

CRD#: 13572

SAN DIEGO, CA

Past

May 17, 2016 - September 2, 2025

CETERA FINANCIAL SPECIALISTS LLC

CRD#: 10358

SAN DIEGO, CA

Past

May 14, 2015 - September 2, 2025

CETERA ADVISORS LLC

CRD#: 10299

SAN DIEGO, CA

Past

July 2, 2012 - November 12, 2020

FIRST ALLIED ADVISORY SERVICES, INC.

RIA

CRD#: 137888

SAN DIEGO, CA

Past

April 8, 2011 - July 2, 2012

FIRST ALLIED SECURITIES, INC.

RIA

CRD#: 32444

SAN DIEGO, CA

Past

April 7, 2011 - September 8, 2022

FIRST ALLIED SECURITIES, INC.

CRD#: 32444

SAN DIEGO, CA

Past

September 29, 2009 - March 25, 2011

MADISON AVENUE SECURITIES, LLC

RIA

CRD#: 23224

CLOVER, SC

Past

May 22, 2008 - March 25, 2011

MADISON AVENUE SECURITIES, LLC

CRD#: 23224

CLOVER, SC

Past

February 28, 2005 - April 11, 2007

QUEST CAPITAL STRATEGIES, INC.

CRD#: 16783

LAGUNA HILLS, CA

Past

March 29, 2000 - March 8, 2004

TRANSAMERICA FINANCIAL ADVISORS, LLC

CRD#: 16164

PHILADELPHIA, PA

Past

January 1, 1998 - June 3, 1998

PRUCO SECURITIES, LLC.

CRD#: 5685

NEWARK, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SEASIDE WEALTH MANAGEMENT, INC.

CRD#: 271039 / SEC#: 801-111750

RIA

Registered Investment Advisory firm - (9/27/2017 Approved)

California

Registered Investment Advisory firm - (10/29/2017 Terminated)

Texas

Registered Investment Advisory firm - (9/29/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

Highlighted states indicate IAR registrations

IAR

California
(9/11/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 9/28/2009

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/2/1998

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/21/2011

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/30/1997

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 3/26/2012

General Securities Principal Examination

Current Firm

SEASIDE WEALTH MANAGEMENT, INC.

CRD#: 271039 / SEC#: 801-111750

RIA

Registered Investment Advisory firm - (9/27/2017 Approved)

California

Registered Investment Advisory firm - (10/29/2017 Terminated)

Texas

Registered Investment Advisory firm - (9/29/2017 Terminated)

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Contact information

Main Address

6154 Innovation Way, Carlsbad, CA 92009

Mailing Address

Phone number

(760) 730-8120

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A - FIRM BROCHURE (8/18/2025)

Regulatory assets under management

Total Number of Accounts	1,170
AUM (Assets Under Management)	$ 362,311,582

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Todd A. Cline

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Todd Alan Cline's CRS (Customer Relationship Summary).

Certified licenses

Experience

CETERA WEALTH SERVICES, LLC

CETERA INVESTMENT ADVISERS LLC

SUMMIT BROKERAGE SERVICES, INC.

CETERA INVESTMENT SERVICES LLC

CETERA WEALTH SERVICES, LLC

CETERA FINANCIAL SPECIALISTS LLC

CETERA ADVISORS LLC

FIRST ALLIED ADVISORY SERVICES, INC.

FIRST ALLIED SECURITIES, INC.

FIRST ALLIED SECURITIES, INC.

MADISON AVENUE SECURITIES, LLC

MADISON AVENUE SECURITIES, LLC

QUEST CAPITAL STRATEGIES, INC.

TRANSAMERICA FINANCIAL ADVISORS, LLC

PRUCO SECURITIES, LLC.

Primary Firm SEC Registration

SEASIDE WEALTH MANAGEMENT, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 9/28/2009

Series 63

Date: 1/2/1998

SIE

Date: 10/1/2018

Series 7

Date: 3/21/2011

Series 6

Date: 12/30/1997

Series 24

Date: 3/26/2012

Current Firm

SEASIDE WEALTH MANAGEMENT, INC.

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SEASIDE WEALTH MANAGEMENT, INC.

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