Ceiba Financial, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
21
Avg account
$0

Firm details

Headquarters
Fullerton, California
CRD number
298977
Registered since
April 26, 2019

Firm profile

FINTRX

Overview

Ceiba Financial, LLC is organized as a limited liability company and appears in FINTRX as an entity classified under the investment bank category. The firm is recorded as SEC-registered in 2019 and is owned by an individual rather than a corporate owner. The profile indicates Ceiba Financial does not function as a capital allocator, is not identified as an active ESG investor, and is not listed as a multi-state adviser or pension consultant. The source data does not describe client segments, fee schedules, or specific advisory or business activities; those items were left blank in the underlying record.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 3
  • Carlos Lane

    Carlos Lane

    CEOCRD 4665099

  • Dora Lanza

    Dora Lanza

    Principal & COOCRD 5781136

  • Walter Costenbader

    Walter Costenbader

    Chief Compliance OfficerCRD 1828345

Contacts

3 of 18
  • Andrew Fenton

    Andrew Fenton

    Senior Managing DirectorCRD 4370009

  • Brian Coburn

    Managing PartnerCRD 6379877

  • Sebastien Lafon

    Sebastien Lafon

    FounderCRD 7569890

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth