Cerro Pacific Wealth Advisors, LLC
Cerro Pacific Wealth Advisors, LLC (CRD# 310825) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $441,389,232 in 806 accounts and serve the financial needs of clients across 6 states (or territories).
-
Total Assets Under Management441MILLION
-
Total Number of Accounts806ACCOUNTS
-
Average Account Value$547,629
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CA, IL, LA, NH, OR, TX
Jennifer Chesini (CRD# 4916807) is an Investment Advisor Representative working at Cerro Pacific Wealth Advisors, LLC in San Luis Obispo, CA and has over 18 years of experience in the finance industry.
Meredith Collins (CRD# 6268908) is an Investment Advisor Representative working at Cerro Pacific Wealth Advisors, LLC in San Luis Obispo, CA and has over 5 years of experience in the finance industry.
Brianna Ferguson (CRD# 5998189) is an Investment Advisor Representative working at Cerro Pacific Wealth Advisors, LLC in San Luis Obispo, CA and has over 10 years of experience in the finance industry.
Lyle Meek (CRD# 1214477) is an Investment Advisor Representative working at Cerro Pacific Wealth Advisors, LLC in San Luis Obispo, CA and has over 40 years of experience in the finance industry.
Daniel Speirs (CRD# 2170094) is an Investment Advisor Representative working at Cerro Pacific Wealth Advisors, LLC in San Luis Obispo, CA and has over 22 years of experience in the finance industry.