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Mark Lawrence Deutsch

CRESTA ADVISORS, LTD.·LAREDO, Texas
SIE, Series 7, Series 63, Series 66Clean record21 years registeredCRESTA ADVISORS, LTD.
2019 E. DEL MAR BLVD., LAREDO, TX 78041CRD# 2720480Firm CRD# 169641

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Mark Lawrence Deutsch · LAREDO, TX
Registration
CRD #2720480 · CRESTA ADVISORS, LTD. · 21 years registered
Brand Profile
Not yet started
01

Career History

CRESTA ADVISORS
Nov 2013 – present
ARGENTUS ADVISORS, LLC
Sep 2011 – Feb 2014
GIG HARBOR, WA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
Oct 2004 – Sep 2011
LAREDO, TX
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 63
Series 66
Registration record
First registered · October 20, 2004
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
CRESTA ADVISORS, LTD.
CRD 169641 · SEC 801-79454
AUM
$418M
Regulatory assets under management
Employees
7
531 client accounts
Services offered by CRESTA ADVISORS, LTD.
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Other
Client types served by the firm
Per Form ADV
Individuals
View all advisors at CRESTA ADVISORS, LTD. →
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05

Frequently Asked Questions

What services does Mark Lawrence Deutsch offer?
Mark Lawrence Deutsch specializes in Investment Management, Wealth Management. Contact their office in LAREDO, Texas for a consultation.
What are Mark Lawrence Deutsch's credentials?
Mark Lawrence Deutsch is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Mark Lawrence Deutsch located?
Mark Lawrence Deutsch is based in LAREDO, Texas, working with CRESTA ADVISORS, LTD.. Their office serves clients in the LAREDO metropolitan area and surrounding communities.
How does Mark Lawrence Deutsch charge for services?
Mark Lawrence Deutsch'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 CRESTA ADVISORS, LTD.?
CRESTA ADVISORS, LTD. has approximately 7 employees and manages $418M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at CRESTA ADVISORS, LTD.

Manuel Eugenio Garza
LAREDO, TX

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