DBA SEASIDE FINANCIAL & INSURANCE SERVICES of CARLSBAD, CA is an SEC-registered investment adviser (CRD 289985). Regulatory assets under management: $81.2M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Shawn Christopher Orser | OWNER & PRESIDENT | — |
| Darlene M Maza | CHIEF COMPLIANCE OFFICER | — |
| Darlene Marie Maza | CHIEF COMPLIANCE OFFICER | — |
| ORSER SHAWN CHRISTOPHER | OWNER & PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| Maza Darlene Marie | CHIEF COMPLIANCE OFFICER | — |