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Financial ADVSR advisor directory · SEC adviser records

Cerro Pacific Wealth Advisors, LLC financial advisors in San Luis Obispo, CA

Every SEC-registered investment adviser representative at a Cerro Pacific Wealth Advisors, LLC office in San Luis Obispo, A to Z.

The short answer

4 registered advisors work at Cerro Pacific Wealth Advisors, LLC in San Luis Obispo, out of 4 at the firm nationwide; it ranks number 9 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.

Cerro Pacific Wealth Advisors, LLC advisors in San Luis Obispo, A to Z

Every Cerro Pacific Wealth Advisors, LLC advisor →

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Other firms in San Luis Obispo

All San Luis Obispo advisors →

LPL Financial LLC 15Merrill Lynch, Pierce, Fenner & Smith Incorporated 10Blakeslee & Blakeslee Financial Advisers Inc. 8San Luis Wealth Advisors 7Stifel, Nicolaus & Company, Incorporated 7Ep Wealth Advisors 6Morgan Stanley 6Ameriprise Financial Services, LLC 5Charles Schwab & Co., Inc. 4Edward Jones 4Prossimo Advisors LLC 4Wells Fargo Clearing Services, LLC 4

Questions

How many financial advisors does Cerro Pacific Wealth Advisors, LLC have in San Luis Obispo?

4 investment adviser representatives are registered at Cerro Pacific Wealth Advisors, LLC offices in San Luis Obispo, California, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Is Cerro Pacific Wealth Advisors, LLC one of the largest advisor employers in San Luis Obispo?

Cerro Pacific Wealth Advisors, LLC ranks number 9 in San Luis Obispo by registered advisors; LPL Financial LLC has the most, with 15.

How do I check a Cerro Pacific Wealth Advisors, LLC advisor in San Luis Obispo?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cerro Pacific Wealth Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.