Cesar OrtegaCRD Number: 6600159
Current Firm: Wolf Group Capital Advisors
Cesar Ortega (CRD# 6600159) is an Investment Advisor Representative working at Wolf Group Capital Advisors in Fairfax, VA and has over 2 years of experience in the finance industry.
David Wealth Management, LLC
Capital One Investing, Inc.
Equitable Advisors, LLC
|Wolf Group Capital Advisors||Fairfax, VA||Nov 2020 - Current||1|
|Wade Financial Advisory||Campbell, CA||Sep 2019 - Nov 2020||1|
|Cresta Advisors||Laredo, TX||Jun 2017 - Aug 2019||2|
|Texas A&m International University||Laredo, TX||Aug 2013 - May 2017||3|
|Middle And High School||Laredo, TX||Aug 2008 - May 2013||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2018|
Total Assets Under Management409MILLIONS
Total Number of Accounts683ACCOUNTS
Average Account Value$598,294
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, DC, FL, LA, MD, NC, NH, NY, TX, VA
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