Seaside Advisory Services, Inc.
CRD 289985SEC# 801-112721Carlsbad, CA
No longer SEC-registered. Seaside Advisory Services, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$81.2M
Employees
4
Accounts
337
Location
Carlsbad, CA
Seaside Advisory Services, Inc. assets under management
Seaside Advisory Services, Inc. is an investment advisory firm registered with the SEC based in Carlsbad, CA. It reports $81.2 million in regulatory assets under management and employs 4 people.
Seaside Advisory Services, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Darlene M Maza | Chief Compliance Officer | Under 5% | 2018 |
| Shawn Christopher Orser Control | Owner & President | Over 75% | 2016 |
Frequently asked questions
How much does Seaside Advisory Services, Inc. manage?
Seaside Advisory Services, Inc. reports $81.2 million in regulatory assets under management on its Form ADV.
How many employees does Seaside Advisory Services, Inc. have?
Seaside Advisory Services, Inc. reports 4 employees.
Where is Seaside Advisory Services, Inc. located?
Seaside Advisory Services, Inc. is based in Carlsbad, CA.
Does Seaside Advisory Services, Inc. disclose fund performance?
Seaside Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2888 Loker Ave East, Suite 110, Carlsbad, CA 92010 |
| Office hours | 8:30a.m. - 4:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$81.2M▲ 11%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$81.2Mregulatory AUM
Discretionary $81.2M