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Seif Eldin M Selim

CS TOMASI WEALTH MANAGEMENT
COSTA MESA, CA
·CRD# 7853543·1 year experience

Professional Summary

Seif Eldin M Selim, who also goes by Seif Eldin M Selim, 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. Seif Eldin is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2025. Seif Eldin has worked at 2 firms and has passed the Series 66, Series 7TO and...

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Seif Eldin M Selim

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

1 years in the financial services industry

Current & Past Employments

CS TOMASI WEALTH MANAGEMENT·CRD# 287561
RIA
949 South Coast Drive Suite 500, Costa Mesa, CA 92626
December 4, 2025 - Present
LPL FINANCIAL LLC·CRD# 6413
RIA
BD
949 S Coast Dr Ste 500, Costa Mesa, CA 92626
November 13, 2025 - Present

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Current Firm

CT
CS TOMASI WEALTH MANAGEMENT

CHRISTIANE S. TOMASI | TOMASI, CHRISTIANE SALAMEH | CS TOMASI WEALTH MANAGEMENT | CHRISTIANE SALAMEH TOMASI

CRD#: 287561 / SEC#: 801-137293
RIA
Registered Investment Advisory firm - SEC (9/15/2026 Approved)
California
Registered Investment Advisory firm - California (10/6/2026 Termination Requested)
Texas
Registered Investment Advisory firm - Texas (10/6/2026 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).

Contact Information

Main Address

949 South Coast Drive Suite 500, Costa Mesa, CA 92626

Phone Number

(562) 494-4668

# of Employees

6

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CS TOMASI FORM ADV PART 2A DATED 08.13.2026 (8/13/2026)

Regulatory Assets Under Management

Total Number of Accounts

86

AUM (Assets Under Management)

$110,265,442

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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) 10/2025 - CS TOMASI Wealth Management / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) 160 hrs per month - 100% time spent 2) 12/08/2025-CS TOMASI WEALTH MANAGEMENT-ADVISOR-Registered Investment Advisor Hybrid-Inv Related-At reported business location(s)-Start date 01/03/2024-160hrs/mth-8hrs/mth during trading. I provide investment advisory services through CS TOMASI WEALTH MANAGEMENT, an independent investment advisor firm. I started this business activity in 1/2024. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV 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.

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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".
CT
CS TOMASI WEALTH MANAGEMENT

CHRISTIANE S. TOMASI | TOMASI, CHRISTIANE SALAMEH | CS TOMASI WEALTH MANAGEMENT | CHRISTIANE SALAMEH TOMASI

CRD#: 287561 / SEC#: 801-137293
RIA
Registered Investment Advisory firm - SEC (9/15/2026 Approved)
California
Registered Investment Advisory firm - California (10/6/2026 Termination Requested)
Texas
Registered Investment Advisory firm - Texas (10/6/2026 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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
California
(11/14/2025)
IAR
California
(12/4/2025)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2025About the Series 66 exam

Series 7TO — General Securities Representative Examination

Passed Nov 2025About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Jan 2025About the SIE exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Seif Eldin M Selim's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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