Daniel
Speirs
Cerro Pacific Wealth Advisors, LLC
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About this Advisor
Daniel Speirs is a financial advisor based in San Luis Obispo, California, working with Cerro Pacific Wealth Advisors, LLC. Daniel has previously held positions at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, and Cerro Pacific Wealth Advisors, LLC. Daniel has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Daniel is part of Cerro Pacific Wealth Advisors, LLC, which operates out of San Luis Obispo, California. The firm has 5 employees and manages assets totaling $441.4 million. The firm serves a variety of clients, including high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Cerro Pacific Wealth Advisors, LLC includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Cerro Pacific Wealth Advisors, LLC Brokerage Details
$441,389,232
5
806
$547,629
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
Daniel Speirs Work History
Cerro Pacific Wealth Advisors, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors LLC
Disclosures
Please visit the SEC profile of Daniel Speirs 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
San Luis Obispo, CA
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