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Robert Gordon Seid

Robert G. Seid

BLUE SUMMIT WEALTH MANAGEMENT
SAN DIEGO, CA 92122
Some features on this profile are disabled
CRD#: 6451841
Robert Gordon Seid

Professional summary

Robert Gordon Seid, CFP® is a registered financial advisor currently at BLUE SUMMIT WEALTH MANAGEMENT located in San Diego, California.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Robert has worked at 2 firms and has passed the Series 66, SIE and Series 7 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Gordon Seid'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: 2023

Experience

Current

June 26, 2018 - Present

BLUE SUMMIT WEALTH MANAGEMENT

Office #1: 4660 La Jolla Village Drive Suites 100 & 200, San Diego, CA 92122
RIA
CRD#: 148782
SAN DIEGO, CA
Past

February 22, 2018 - June 3, 2018

CETERA ADVISORS LLC

RIA
CRD#: 10299
LA MESA, CA
Past

May 26, 2016 - June 3, 2018

CETERA ADVISORS LLC

BD
CRD#: 10299
LA MESA, CA

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".
BS
BLUE SUMMIT WEALTH MANAGEMENT
BLUE SUMMIT FINANCIAL GROUP | BLUE SUMMIT WEALTH MANAGEMENT | BLUE SUMMIT FINANCIAL GROUP, INC.

CRD#: 148782 / SEC#: 801-117302

RIA
Registered Investment Advisory firm - (9/4/2019 Approved)
Arizona
Registered Investment Advisory firm - (9/6/2019 Terminated)
California
Registered Investment Advisory firm - (10/6/2019 Terminated)
Colorado
Registered Investment Advisory firm - (9/17/2019 Terminated)

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
(6/26/2018)
IAR
Texas
(1/13/2021)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 5/26/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/3/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 5/26/2016
General Securities Representative Examination

Current Firm

BS
BLUE SUMMIT WEALTH MANAGEMENT
BLUE SUMMIT FINANCIAL GROUP | BLUE SUMMIT WEALTH MANAGEMENT | BLUE SUMMIT FINANCIAL GROUP, INC.

CRD#: 148782 / SEC#: 801-117302

RIA
Registered Investment Advisory firm - (9/4/2019 Approved)
Arizona
Registered Investment Advisory firm - (9/6/2019 Terminated)
California
Registered Investment Advisory firm - (10/6/2019 Terminated)
Colorado
Registered Investment Advisory firm - (9/17/2019 Terminated)
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Contact information

Main Address
4660 La Jolla Village Drive Suites 100 & 200, San Diego, CA 92122
Mailing Address
Phone number
(619) 698-4330
Established
Firm type
Fiscal year end
# of Employees
2

SEC notice filing (2 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

BSWM FORM ADV PART 2A (1/14/2026)

Regulatory assets under management

Total Number of Accounts630
AUM (Assets Under Management)$ 211,359,841

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

BLUE SUMMIT WEALTH MANAGEMENT

CRD#: 148782San Diego, CA 92122

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