Unclaimed Profile

Todd Allen Rustman

CLARITY CAPITAL PARTNERS LLC·NEWPORT BEACH, California

SIE, Series 3, Series 4, Series 22, Series 22TO, Series 24, Series 51, Series 63CFP CFA23 years registeredCLARITY CAPITAL PARTNERS LLC

5000 BIRCH STREET, STE 100, NEWPORT BEACH, CA 92660CRD# 2453708Firm CRD# 129898

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Todd Allen Rustman · NEWPORT BEACH, CA

Registration

CRD #2453708 · CLARITY CAPITAL PARTNERS LLC · 23 years registered

Brand Profile

Not yet started

Career History

SUMMIT FINANCIAL, LLC

Jul 2025 – present

ALPHA CUBED INVESTMENTS, LLC

Jul 2016 – Aug 2016

Reno, NV

WHJR ASSOCIATES

Jun 2011 – Mar 2013

NEWPORT BEACH, CA

CLARITY CAPITAL PARTNERS

Sep 2010 – Sep 2025

NEWPORT BEACH, CA

ROYAL ALLIANCE ASSOCIATES, INC.

Aug 2010 – Nov 2013

NEWPORT BEACH, CA

NEXT FINANCIAL GROUP, INC.

Aug 2008 – Sep 2010

NEWPORT BEACH, CA

ASSOCIATED SECURITIES CORP.

Feb 2004 – Apr 2005

NEWPORT BEACH, CA

ASSOCIATED PLANNERS INVESTMENT ADVISORY INC

Sep 2002 – Apr 2005

SANTA BARBARA, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 4

Series 22

Series 22TO

Series 24

Series 51

Series 63

Registration record

First registered · September 25, 2002

Years registered · 23

Professional designations · CFP, CFA

Disclosure History

2024Customer Dispute·Denied

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CLARITY CAPITAL PARTNERS LLC

CRD 129898 · SEC 801-62893

AUM

$371M

Regulatory assets under management

Employees

974 client accounts

Services offered by CLARITY CAPITAL PARTNERS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at CLARITY CAPITAL PARTNERS LLC →

Introduction

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Frequently Asked Questions

What services does Todd Allen Rustman offer?

Todd Allen Rustman specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in NEWPORT BEACH, California for a consultation.

What are Todd Allen Rustman's credentials?

Todd Allen Rustman holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Todd Allen Rustman located?

Todd Allen Rustman is based in NEWPORT BEACH, California, working with CLARITY CAPITAL PARTNERS LLC. Their office serves clients in the NEWPORT BEACH metropolitan area and surrounding communities.

How does Todd Allen Rustman charge for services?

Todd Allen Rustman's firm is compensated through percentage of aum, hourly charges, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CLARITY CAPITAL PARTNERS LLC?

CLARITY CAPITAL PARTNERS LLC has approximately 12 employees and manages $371M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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