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Judith Lynn Seid

Investment Adviser Representative at BLUE SUMMIT WEALTH MANAGEMENT

San Diego, CACRD #2318377Dual-registered
Disclosure(s) on record — verify on FINRA BrokerCheck
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
33 yrs
States Registered
2 states
Exams Passed
5

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Judith Lynn Seid has worked in the securities industry since 1993. They have passed the Series 63, 31, 24, and 7 examinations. They are registered to provide investment advisory services in California and Texas.

Registrations & licenses

Registration type
Dual-registered
Registered in 2 states
CaliforniaTexas
Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 2/12/1993
SIE
Securities Industry Essentials Examination
Passed 6/3/2018
Series 31
Futures Managed Funds Examination
Passed 10/19/2004
Series 7
General Securities Representative Examination
Passed 2/9/1993
Series 24
General Securities Principal Examination
Passed 3/27/1999

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.015
Source

BLUE Summit Wealth Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

BLUE SUMMIT WEALTH MANAGEMENTCurrent
1/19/2017San Diego, CA
CETERA ADVISORS LLC
4/10/20126/3/2018La Mesa, CA
BLUE SUMMIT WEALTH MANAGEMENT
1/28/201012/31/2016San Diego, CA
PACIFIC WEST FINANCIAL CONSULTANTS INC
1/6/20093/1/2012Renton, WA
BLUE SUMMIT WEALTH MANAGEMENT
4/24/200912/31/2009La Mesa, CA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
3/28/200512/31/2008La Mesa, CA
CAMBRIDGE INVESTMENT RESERARCH, INC.
4/25/20033/28/2005La Mesa, CA
FIRST AFFIRMATIVE FINANCIAL NETWORK LLC
5/17/20021/26/2005La Mesa, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at BLUE SUMMIT WEALTH MANAGEMENT

2 other advisors in the directory

View BLUE SUMMIT WEALTH MANAGEMENT firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Judith Lynn Seid has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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