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Partner · Cresta Advisors

Mark L. Deutsch

CRD 2720480 · Named on Form ADV at one SEC-registered adviser

At a glance

Cresta Advisors, an SEC-registered asset manager based in Laredo, TX with $786 million in regulatory assets, lists Mark L. Deutsch on its Form ADV as Partner, a control person.

Firms and roles

  • Cresta AdvisorsPartnerAsset manager · Laredo, TX · $786M in regulatory assets

AtlasMembers

Mark’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
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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

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