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President, Chief Compliance Officer · Cerda Munoz Advisors, Inc

Aaron O. Munoz

CRD 2706327 · Named on Form ADV at one SEC-registered adviser

At a glance

Cerda Munoz Advisors, Inc, an SEC-registered wealth manager based in Whittier, CA with $266 million in regulatory assets, lists Aaron O. Munoz on its Form ADV as President, Chief Compliance Officer, a control person.

Firms and roles

AtlasMembers

Aaron’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Hilberto CerdaChief Financial Officer, Secretary, Cerda Munoz Advisors, Inc

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Aaron’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.