LPL Financial
47yrs
Top advisor by experience in San Diego
3yrs
Trystan Cleaver
Financial advisor at Seek First
At a glance
Experience3 years (since 2023)
How that compares ?3 years in the industry
OfficeSan Diego, CA
FirmSeek First
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through Seek First
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Uniform Investment Adviser Law Examination
Career
- Jan 2026 – nowSeek First Inc.Current firm
Questions to ask Trystan
Tailored to Trystan’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Trystan
How do I contact Trystan?
Call Seek First at 866-398-4044 and ask for Trystan Cleaver. Trystan works from the San Diego, CA office.
How long has Trystan been a financial advisor?
Trystan has been in the industry since 2023, about 3 years. 3 years in the industry.
What licenses does Trystan hold?
Series 65. Tap any license on this page to see what it allows.
Is Trystan a fiduciary?
Trystan is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Trystan paid?
Seek First reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Trystan for your total yearly cost in dollars.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.
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