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CERRO PACIFIC WEALTH ADVISORS, LLC
CERRO PACIFIC WEALTH ADVISORS, LLC
SAN LUIS OBISPO, California
·
4 registered advisors
·
CRD# 310825
SEC# 801-119640
0
805-457-3300
01
Firm Overview
AUM
$441M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CERRO PACIFIC WEALTH ADVISORS, LLC
4 registered advisors
Daniel Keith Speirs
SAN LUIS OBISPO, California
CRD# 2170094
Jennifer Lynn Chesini
SAN LUIS OBISPO, California
CRD# 4916807
Lyle Lindsay Meek
SAN LUIS OBISPO, California
CRD# 1214477
Timothy J Reyna
SAN LUIS OBISPO, California
CRD# 7141293
05
Office Locations
SAN LUIS OBISPO, California
4 advisors
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Data sourced from SEC Form ADV filings. CERRO PACIFIC WEALTH ADVISORS, LLC (CRD# 310825) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.