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 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
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
Carlos Lane
CEOCRD 4665099

Dora Lanza
Principal & COOCRD 5781136

Walter Costenbader
Chief Compliance OfficerCRD 1828345
Contacts
3 of 18
Andrew Fenton
Senior Managing DirectorCRD 4370009
Brian Coburn
Managing PartnerCRD 6379877

Sebastien Lafon
FounderCRD 7569890
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
Syndicated Capital, Inc.
Broker-DealerDiamond Bar, CA
Madison Avenue Securities, LLC
Broker-DealerSan Diego, CA
Cetera Wealth Services, LLC
Broker-DealerEl Segundo, CA
Western Growers Financial Services
Broker-DealerIrvine, CA
Alamo Capital
Broker-DealerWalnut Creek, CA
Annatto LLC
Broker-DealerHalf Moon Bay, CA