Trystan Cleaver (CRD# 7812011) is an Investment Advisor Representative working at Seek First Inc. in San Diego, CA and has 1 year of experience in the finance industry.
CRD# 4903966
Western Wealth Management LLC
CRD# 5727391
Oneamerica Securities, Inc.
CRD# 3087085
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Seek First Inc. | Campbell, CA | Jun 2023 - Current | < 1 |
| The Duck Dive | San Diego, CA | Feb 2019 - Current | 5 |
| Coastwise Capital Group | La Jolla, CA | Oct 2018 - Jun 2023 | 4 |
| Pacific Terrace Hotel | San Diego, CA | May 2017 - Sep 2018 | 1 |
| Lyft Inc. | San Diego, CA | Jan 2015 - May 2017 | 2 |
| Bistro 60 | San Diego, CA | Jan 2014 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2023 |
- CA
-
Total Assets Under Management135MILLIONS
-
Total Number of Accounts150ACCOUNTS
-
Average Account Value$900,000
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
CA, WA
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