Christiane Salameh Tomasi
Investment adviser representative at Cs Tomasi Wealth Management
26 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$110.3MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
26 years in the industry.
- Cs Tomasi Wealth ManagementJul 2017 to now
- LPL Financial LLCDec 2010 to now
- Cs Tomasi Inc.Jan 2000 to Feb 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Cs Tomasi Wealth Management
$110.3MAssets managed
84Clients
3Advisers
Under 1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2926168
- Firm CRD
- 287561