Selwyn Herson has been Chairman of Cruden Bay Investment Management since June 2010, is a control person of the firm and directly owns under 5% of it.
Cruden Bay Investment Management, LLC is a Westlake Village, CA firm with $663M under management, 151 clients and 4 advisers across 2 offices, as of its March 2026 filing.
Selwyn Herson is Chairman of Cruden Bay Investment Management. He serves as an adviser to wealthy families and foundations and has been an active investor and entrepreneur for over 30 years. He has served on the boards of several private and public companies and invested in early stage businesses, public companies and real estate restructurings. Before Cruden Bay, he was CEO and founder of the Windsor Park Group, a restructuring, turnaround and merger and acquisition services firm, and began his career in the management consulting group of Price Waterhouse, where he was promoted to Partner.
Selwyn Herson’s longest registration is the current one, 10 years at Cruden Bay Investment Management since 2016. Before joining Cruden Bay Investment Management in 2016, Selwyn Herson was registered through LPL Financial LLC.
- – present · 10 yearsWestlake Village, CA · Adviser representative · Firm CRD 284787
- LPL Financial LLC– · 1 yearWestlake Village, CA · Adviser representative · Firm CRD 6413
Investment adviser representative registrations
Selwyn Herson is registered as an investment adviser representative in California, since August 2016.
- CaliforniaSince 31 August 2016
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 30 March 2015 |
| Series 7 | General Securities Representative Examination | 23 February 2015 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Selwyn Samuel Herson
- CRD
- 5834746
- Firm
- Cruden Bay Investment Management · CRD 284787
- Role
- Chairman
- Office
- 2945 TOWNSGATE ROAD, SUITE 200, Westlake Village, CA 91361
- Registration
- Investment adviser registration
- In the industry since
- February 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- cbayinvestments.com
Where does Selwyn Herson work?
Selwyn Herson has been Chairman of Cruden Bay Investment Management, LLC since June 2010, and is a control person of the firm.
Is Selwyn Herson a financial advisor?
Yes. Selwyn Herson has a current investment-adviser registration in California, through Cruden Bay Investment Management since August 2016.
How many years of experience does Selwyn Herson have?
Selwyn Herson has 11 years in the financial industry, since February 2015, across 2 adviser firms.
What exams has Selwyn Herson passed?
Selwyn Herson has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in February 2015. FINRA credited Selwyn Herson with the SIE, which began in October 2018.
Where is Selwyn Herson based?
Selwyn Herson’s registered office is in Westlake Village, CA.
Is Selwyn Herson registered with FINRA?
No. Selwyn Herson has no current broker registration.
How can I verify Selwyn Herson’s record?
Search CRD 5834746 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Selwyn Herson’s full registration record.