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Ruben Cisneros

Ruben Cisneros

SEACREST WEALTH MANAGEMENT
LONG BEACH, CA 90802
Some features on this profile are disabled
CRD#: 4015223
Ruben Cisneros

Professional summary

Ruben Cisneros, CFP®, who also goes by Ruben V Cisneros, Ruben VIlla Cisneros, is a registered financial advisor currently at SEACREST WEALTH MANAGEMENT, LLC located in Long Beach, California.

Ruben is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1999. Ruben has worked at 5 firms and has passed the Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Ruben V Cisneros | Ruben Villa Cisneros

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) - RIA

Click below to view Ruben Cisneros'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®
CFP®

Certified Financial Planner

Start date: 2016

Experience

Current

June 4, 2020 - Present

SEACREST WEALTH MANAGEMENT, LLC

Office #1: 111 W.ocean Blvd. 4th Floor, Long Beach, CA 90802
RIA
CRD#: 147092
LONG BEACH, CA
Past

January 7, 2008 - June 2, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA
CRD#: 7691
LOS ANGELES, CA
Past

January 7, 2008 - June 2, 2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
LOS ANGELES, CA
Past

August 17, 2004 - November 30, 2007

CITIGROUP GLOBAL MARKETS INC.

RIA
CRD#: 7059
ROLLING HILLS, CA
Past

August 17, 2004 - November 30, 2007

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
ROLLING HILLS, CA
Past

January 4, 2002 - September 11, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
LONG BEACH, CA
Past

December 14, 2001 - September 11, 2003

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

December 14, 2001 - September 11, 2003

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN
Past

November 3, 1999 - May 31, 2000

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

November 3, 1999 - May 31, 2000

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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".
SW
SEACREST WEALTH MANAGEMENT, LLC
SEACREST WEALTH MANAGEMENT, LLC

CRD#: 147092 / SEC#: 801-69141

RIA
Registered Investment Advisory firm - (5/12/2008 Approved)

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
(6/4/2020)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 12/9/1999
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/2/1999
General Securities Representative Examination

Current Firm

SW
SEACREST WEALTH MANAGEMENT, LLC
SEACREST WEALTH MANAGEMENT, LLC

CRD#: 147092 / SEC#: 801-69141

RIA
Registered Investment Advisory firm - (5/12/2008 Approved)
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Contact information

Main Address
3000 Westchester Avenue Suite 206, Purchase, NY 10577
Mailing Address
Phone number
(914) 502-1900
Established
Firm type
Fiscal year end
# of Employees
51

SEC notice filing (40 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

SEACREST WEALTH MANAGEMENT, LLC DISCLOSURE BROCHURE (10/23/2025)

Regulatory assets under management

Total Number of Accounts3,945
AUM (Assets Under Management)$ 1,561,182,425

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.

Company Information

SEACREST WEALTH MANAGEMENT, LLC

CRD#: 147092Long Beach, CA 90802

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