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Aaron Octavio Munoz

CERDA MUNOZ ADVISORS, INC·WHITTIER, California
Series 6, Series 63Clean record14 years registeredCERDA MUNOZ ADVISORS, INC
7720 PAINTER AVE, WHITTIER, CA 90602CRD# 2706327Firm CRD# 170784

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Aaron Octavio Munoz · WHITTIER, CA
Registration
CRD #2706327 · CERDA MUNOZ ADVISORS, INC · 14 years registered
Brand Profile
Not yet started
01

Career History

CERDA MUNOZ ADVISORS, INC
Jun 2014 – present
CERDA WEALTH MANAGEMENT
May 2013 – Dec 2014
DOWNEY, CA
LOUIS BARAJAS, LLC
Jun 2012 – Apr 2013
SANTA FE SPRINGS, CA
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 63
Registration record
First registered · June 12, 2012
Years registered · 14
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CERDA MUNOZ ADVISORS, INC
CRD 170784 · SEC 801-122069
AUM
$168M
Regulatory assets under management
Employees
7
808 client accounts
Services offered by CERDA MUNOZ ADVISORS, INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at CERDA MUNOZ ADVISORS, INC →
Introduction

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05

Frequently Asked Questions

What services does Aaron Octavio Munoz offer?
Aaron Octavio Munoz specializes in Financial Planning, Investment Management. Contact their office in WHITTIER, California for a consultation.
What are Aaron Octavio Munoz's credentials?
Aaron Octavio Munoz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Aaron Octavio Munoz located?
Aaron Octavio Munoz is based in WHITTIER, California, working with CERDA MUNOZ ADVISORS, INC. Their office serves clients in the WHITTIER metropolitan area and surrounding communities.
How does Aaron Octavio Munoz charge for services?
Aaron Octavio Munoz's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CERDA MUNOZ ADVISORS, INC?
CERDA MUNOZ ADVISORS, INC has approximately 7 employees and manages $168M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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WHITTIER, CA

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