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DBA SEASIDE FINANCIAL & INSURANCE SERVICES

CARLSBAD, CA · CRD 289985 · IAPD ↗ · seasideadvisory.com · (760) 433-4632

$81.2MRegulatory AUM
4Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2026 — DBA SEASIDE FINANCIAL & INSURANCE SERVICES (CARLSBAD, CA) left the SEC roster (was $81.2M RAUM, 4 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
50
August 2025 — DBA SEASIDE FINANCIAL & INSURANCE SERVICES added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.