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RIA / WealthAdvisorCertified Financial Planner26 years in industry

RUBEN CISNEROS

Advisor at SEACREST WEALTH MANAGEMENT, LLC

LONG BEACH, CA | PURCHASE, NY

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Search this name across graphsid dfx:ria:62348cce-16fa-8c31-b4a8-50a7cb9d07b7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 11:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 4, 2002 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SEACREST WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 9, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Dec 9, 1999
First registration: Jan 4, 2002
Dual registered: no
Other names: RUBEN CISNEROS|RUBEN VILLA CISNEROS|RUBEN V CISNEROS
IAPD individual key: 4015223

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SEACREST WEALTH MANAGEMENT, LLC	Independent wealth	Jan 1, 2025	n/a	yes	PURCHASE, NY\|LONG BEACH, CA	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jan 7, 2008	Jun 2, 2020	no	ROLLING HILLS ESTATES, CA\|EL SEGUNDO, CA\|ROLLING HILLS ESTATES, CA\|LOS ANGELES, CA	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	Aug 17, 2004	Nov 30, 2007	no	ROLLING HILLS ESTATES, CA\|ROLLING HILLS, CA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Jan 4, 2002	Sep 11, 2003	no	LONG BEACH, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	SEACREST WEALTH MANAGEMENT, LLC	Jun 2, 2020	Jan 1, 2025	1,674	Firm change after gap	Wirehouse to RIA
CITIGROUP GLOBAL MARKETS INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Nov 30, 2007	Jan 7, 2008	38	Firm change	Other
AMERIPRISE FINANCIAL SERVICES, LLC	CITIGROUP GLOBAL MARKETS INC.	Sep 11, 2003	Aug 17, 2004	341	Firm change	Other

Relationships

Registered with (4)

→ SEACREST WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jan 7, 2008 to Jun 2, 2020factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
Aug 17, 2004 to Nov 30, 2007factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 4, 2002 to Sep 11, 2003factForm ADV

Dated events

No dated event names this entity yet.