Calvin Tseng, financial advisor Los Angeles CA

Calvin Tseng

CRD Number: 6821630
Current Firm: Seia

Calvin Tseng (CRD# 6821630) is an Investment Advisor Representative working at Seia in Los Angeles, CA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Seia LLC Los Angeles, CA Sep 2019 - Current 1
Royal Alliance Associates, Inc. Los Angeles, CA Aug 2019 - Current 1
University Of California - Santa Barbara Santa Barbara, CA Sep 2016 - Current 4
Cetera Advisor Networks LLC El Segundo, CA Aug 2017 - Aug 2019 2
Cetera Advisor Networks LLC Santa Barbara, CA Jul 2017 - Aug 2017 < 1
Pasadina City College Pasadina, CA Sep 2014 - Sep 2016 2
Primary Education Arcadia, CA Aug 2007 - Jun 2014 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2018
Contact Info for Calvin Tseng
Phone Number: 310-712-2323
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    8,236
    MILLIONS
  • Total Number of Accounts
    12,905
    ACCOUNTS
  • Average Account Value
    $638,187
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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