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Timothy J Reyna

CERRO PACIFIC WEALTH ADVISORS, LLC·SAN LUIS OBISPO, California
Unclaimed Profile
733 MARSH ST., SAN LUIS OBISPO, CA 93401CRD# 7141293Firm CRD# 310825
01

About

Timothy J Reyna is a registered financial advisor based in SAN LUIS OBISPO, California, affiliated with CERRO PACIFIC WEALTH ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
CERRO PACIFIC WEALTH ADVISORS, LLC
CERRO PACIFIC WEALTH ADVISORS, LLC
AUM
$441M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at CERRO PACIFIC WEALTH ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Regulatory
SEC/IARD CRD# 7141293
Firm CRD# 310825
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Timothy J Reyna offer?
Timothy J Reyna specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in SAN LUIS OBISPO, California for a consultation.
What are Timothy J Reyna's credentials?
Timothy J Reyna is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Timothy J Reyna located?
Timothy J Reyna is based in SAN LUIS OBISPO, California, working with CERRO PACIFIC WEALTH ADVISORS, LLC. Their office serves clients in the SAN LUIS OBISPO metropolitan area and surrounding communities.
How does Timothy J Reyna charge for services?
Timothy J Reyna's firm is compensated through percentage of aum, hourly charges. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CERRO PACIFIC WEALTH ADVISORS, LLC?
CERRO PACIFIC WEALTH ADVISORS, LLC has approximately 5 employees and manages $441M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in SAN LUIS OBISPO
Alexander No Mi Pock — WACKER WEALTH PARTNERS, LLCMatthew Randall Wilson — WACKER WEALTH PARTNERS, LLCPatrick Colm O'hara — WACKER WEALTH PARTNERS, LLCRyan Nicholas Caldwell — WACKER WEALTH PARTNERS, LLCJerry Todd Mirolla — PROSSIMO ADVISORS LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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