Brianna
Ferguson
Cerro Pacific Wealth Advisors, LLC
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About this Advisor
Brianna Ferguson is a certified financial planner based in San Luis Obispo, California, who has 3 years of industry experience. Ferguson is an employee of Cerro Pacific Wealth Advisors, LLC. Over the course of their career, they have held roles at Ameriflex Financial Services, Ballet Theatre Slo, Sagepoint Financial, Wells Fargo Advisors, Commonwealth, Central Coast Wealth Management and Cerro Pacific Wealth Advisors, LLC. Ferguson has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in California. Cerro Pacific Wealth Advisors, LLC is an advisory firm headquartered in San Luis Obispo, CA. It controls $351 million in assets under management between its 763 customer accounts, making it one of the bigger investment advisory firms in the United States by assets under management. Of its 763 customer accounts, 33% belong to high-net-worth investors who have at least $1 million in assets available to invest. Cerro Pacific Wealth Advisors, LLC offers a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. A financial advisor's fees typically vary depending on which services the firm provides the client. However, fee types billed by Cerro Pacific Wealth Advisors, LLC can include any blend of asset-based and hourly fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Cerro Pacific Wealth Advisors, LLC Brokerage Details
$351,253,887
5
763
$460,359
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Brianna Ferguson Work History
Brianna has been registered as a financial advisor for 3 years.*
Cerro Pacific Wealth Advisors, LLC
Commonwealth
Central Coast Wealth Management
Wells Fargo Advisors
Sagepoint Financial
Ameriflex Financial Services
Ballet Theatre Slo
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Brianna Ferguson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Cerro Pacific Wealth Advisors, LLC
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
San Luis Obispo, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
