# DBA SEASIDE FINANCIAL & INSURANCE SERVICES

DBA SEASIDE FINANCIAL & INSURANCE SERVICES of CARLSBAD, CA is an SEC-registered investment adviser.

## Registration

- CRD: 289985
- Type: SEC-registered investment adviser
- SEC file number: 801-112721
- Location: 2888 LOKER AVE EAST, CARLSBAD, CA, 92010
- Phone: (760) 433-4632
- Latest filing: 2026-06-17
- Regulatory AUM: $81.2M
- Discretionary AUM: $81.2M
- Clients: 4
- Accounts: 337

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities

## Officers, owners & control persons (5)

| 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 | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289985/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289985/similar
- Related entities: https://search.stillhousedata.com/firm/289985/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289985

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.