Cresta Advisors

Cresta Advisors (CRD# 169641) is a financial advisory firm headquartered in Laredo, TX. They manage $164,109,064 in 306 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    164
    MILLION
  • Total Number of Accounts
    306
    ACCOUNTS
  • Average Account Value
    $536,304
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

TX

Financial Advisors at Cresta Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Mark L. Deutsch
CRD#: 2720480
104 Del Court, Suite 300, Laredo, TX 78041
93
Wealthminder
score

Mark Deutsch (CRD# 2720480) is an Investment Advisor Representative working at Cresta Advisors in Laredo, TX and has over 22 years of experience in the finance industry.

2
Manuel E. Garza
CRD#: 5028039
104 Del Court, Suite 300, Laredo, TX 78041
93
Wealthminder
score

Manuel Garza (CRD# 5028039) is an Investment Advisor Representative working at Cresta Advisors in Laredo, TX and has over 12 years of experience in the finance industry.

3
Sarah C. Gomez
CRD#: 6230562
104 Del Court, Suite 300, Laredo, TX 78041
89
Wealthminder
score

Sarah Gomez (CRD# 6230562) is an Investment Advisor Representative working at Cresta Advisors in Laredo, TX and has over 3 years of experience in the finance industry.

4
Luis E. Guajardo
CRD#: 6853310
Laredo, TX
87
Wealthminder
score

Luis Guajardo (CRD# 6853310) is an Investment Advisor Representative working at Cresta Advisors in Laredo, TX and has 1 year of experience in the finance industry.

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