Ceiba Financial, LLC
Firm details
- Headquarters
- Fullerton, California
- CRD number
- 298977
- Registered since
- April 26, 2019
- Website
- www.ceibafin.com
Firm profile
FINTRXOverview
Ceiba Financial, LLC is organized as a limited liability company and appears in FINTRX as an SEC-registered entity since 2019. The platform classifies the firm as an investment bank and lists individual ownership. FINTRX flags indicate the firm is not a capital allocator, does not identify as an active ESG investor, and is not recorded as a multi-state adviser or pension consultant. The snapshot does not provide detail on the firm's advisory services, fee schedule, or client segments.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
3 of 3
Walter Costenbader
Chief Compliance OfficerCRD 1828345
Carlos Lane
CEOCRD 4665099
Dora Lanza
Principal & COOCRD 5781136
Contacts
3 of 19
David Richards
Managing PartnerCRD 4781040
Bret Schaffer
Senior AssociateCRD 3192196
Kari Laitinen
Vice PresidentCRD 3198747
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fullerton, CA
Orange
Location
Fullerton, CA
Headquartered in Fullerton, CA, anchoring the Los Angeles-Long Beach, CA metro in the West.
- Metro area
- Los Angeles-Long Beach, CA
- Region
- West
- County
- Orange
- Address
- 1831 Lexington Dr
- Time zone
- PT (UTC-8)
- Office locations
Similar firms
Polygon Capital Advisors, LLC
Broker-DealerSausalito, CA
Montminy Securities, LLC
Broker-DealerSanta Monica, CA
Centaurus Financial, Inc.
Broker-DealerAnaheim, CA
Vista Point Advisors, LLC
Broker-DealerSan Francisco, CA
Cetera Wealth Services, LLC
Broker-DealerEl Segundo, CA
Sutter Securities Clearing, LLC
Broker-DealerIrvine, CA