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Selwyn Samuel Herson

Investment adviser representative at Cruden Bay Investment Management, LLC
40 yearsExperience
1 stateRegistered in
$663.1MFirm assets
10 yearsFirm in business

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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.

  • Portfolio management

Experience

40 years in the industry.

  1. Cruden Bay Investment Management, LLCAug 2016 to now
  2. WpgJan 1986 to now
  3. LPL Financial, LLCAug 2010 to Dec 2016

Exams passed

  • Series 66 · Uniform Combined State Law2015

State registrations

Registered as an investment adviser representative in 1 state (CA).

Cruden Bay Investment Management, LLC

$663.1MAssets managed
151Clients
4Advisers
10 yearsIn 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
5834746
Firm CRD
284787
Advisor's SEC record (opens in a new tab)
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