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MO

Maria Y. Ojeda Partida

CLANCY WEALTH ADVISORS
CHINO HILLS, CA 91709
Some features on this profile are disabled
CRD#: 5957830
MO

Professional summary

Maria Y Ojeda Partida, who also goes by Maria Y Ojeda, Maria Yukie Ojeda, Maria Y Ojeda Partida, is a registered financial advisor currently at CLANCY WEALTH ADVISORS located in Chino Hills, California.

Maria is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Maria has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Maria Y Ojeda | Maria Yukie Ojeda | Maria Y Ojeda Partida

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 Maria Y Ojeda Partida'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 2, 2026 - Present

CLANCY WEALTH ADVISORS

Office #1: 14778 Pipeline Avenue Suite A, Chino Hills, CA 91709
RIA
CRD#: 340644
CHINO HILLS, CA
Past

October 31, 2023 - April 6, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
CHINO HILLS, CA
Past

March 24, 2023 - April 6, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
CHINO HILLS, CA

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
(4/2/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 10/30/2023
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/24/2023
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/24/2022
Securities Industry Essentials Examination

Current Firm

CW
CLANCY WEALTH ADVISORS
CLANCY WEALTH ADVISORS | SHAH WEALTH ADVISORS, LLC | SHAH WEALTH ADVISORS | CLANCY WEALTH ADVISORS LLC

CRD#: 340644 / SEC#: 801-135572

RIA
Registered Investment Advisory firm - (3/31/2026 120-Day Approval)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
14778 Pipeline Avenue Suite A, Chino Hills, CA 91709
Mailing Address
Phone number
(909) 262-1430
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (1 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

CLANCY WEALTH ADVISORS ADV PART 2A 2-2026 (2/24/2026)
0

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

CLANCY WEALTH ADVISORS

CRD#: 340644Chino Hills, CA 91709

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