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Ronan Dunne Figueroa

Seaside Wealth Management, Inc.

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About Ronan Dunne Figueroa

Ronan Dunne Figueroa is an Investment Advisor Representative associated with Seaside Wealth Management, Inc. based in Carlsbad, CA. Ronan holds a Series 65 license and has been in the industry since 2023. Ronan is also a Founder of Tutuledge.com, a tutoring company.

Firm Information

Ronan Figueroa is currently registered with Seaside Wealth Management, Inc.. Seaside Wealth Management, Inc. is a registered investment advisor located in Carlsbad, California. The firm provides financial planning and portfolio management services to individuals, high-net-worth individuals, and corporations. They have approximately $362 million in regulatory assets under management.
Seaside Wealth Management, Inc.

6154 INNOVATION WAY

CARLSBAD, CA 92009

$362.31M

Assets Under Management

1

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Ronan Figueroa’s Registration & Firm History

CA

04/25/2024 - Present

Seaside Wealth Management, Inc. (CARLSBAD CA)

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Licenses & Designations

IA

Issued 04/25/2024

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 07/29/2023

Series 63 - Uniform Securities Agent State Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Ronan Dunne Figueroa.
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