Unclaimed Profile

Timothy J Reyna

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

Clean recordCERRO 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

CERRO PACIFIC WEALTH ADVISORS, LLC

AUM

$441M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Regulatory

SEC/IARD CRD# 7141293

Firm CRD# 310825

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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