Unclaimed Profile

Timothy J Reyna

CERRO PACIFIC WEALTH ADVISORS, LLC·SAN LUIS OBISPO, California

SIE, Series 7TO, Series 63, Series 66CFPClean record5 years registeredCERRO PACIFIC WEALTH ADVISORS, LLC

733 MARSH ST., SAN LUIS OBISPO, CA 93401CRD# 7141293Firm CRD# 310825

Profile Verification

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

Identity

Timothy J Reyna · SAN LUIS OBISPO, CA

Registration

CRD #7141293 · CERRO PACIFIC WEALTH ADVISORS, LLC · 5 years registered

Brand Profile

Not yet started

Career History

CERRO PACIFIC WEALTH ADVISORS, LLC

Apr 2024 – present

SCHWAB WEALTH ADVISORY, INC.

Aug 2021 – Mar 2024

Phoenix, AZ

CHARLES SCHWAB & CO., INC.

Oct 2020 – Mar 2023

Phoenix, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 63

Series 66

Registration record

First registered · October 30, 2020

Years registered · 5

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CERRO PACIFIC WEALTH ADVISORS, LLC

CRD 310825 · SEC 801-119640

AUM

$441M

Regulatory assets under management

Employees

806 client accounts

Services offered by CERRO PACIFIC WEALTH ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CERRO PACIFIC WEALTH ADVISORS, LLC →

Introduction

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

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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