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Member · Cerro Pacific Wealth Advisors, LLC

Daniel K. Speirs

CRD 2170094 · Named on Form ADV at one SEC-registered adviser

At a glance

Cerro Pacific Wealth Advisors, LLC, an SEC-registered wealth manager based in SAN Luis Obispo, CA with $532 million in regulatory assets, lists Daniel K. Speirs on its Form ADV as Member, a control person.

Firms and roles

AtlasMembers

Daniel’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Timothy J ReynaChief Compliance Officer, Cerro Pacific Wealth Advisors, LLC

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