Hilberto
Cerda

Cerda Munoz Advisors, Inc

CRD#4909553
Investment Advisor
in Whittier, CA

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About this Advisor

Hilberto Cerda is a certified financial planner working in Whittier, California with a total of 9 years of industry experience. Cerda is currently employed by Cerda Munoz Advisors, Inc. During their career, the advisor has held roles at Cerda Wealth Management and Cerda Munoz Advisors, Inc. Cerda has a Series 63 license, qualifying them as a securities representative, and is approved to advise clients in California. Cerda Munoz Advisors, Inc is a financial advisory firm operating out of Whittier, CA. The investment advisory business has a total of seven financial advisors. It handles $152 million in assets under management among its 793 accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. Of its 793 accounts, just 7% are held by high-net-worth clients who have at least $1 million in assets. The firm provides a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees charged by financial advisors usually are based on the services provided. Fees charged by Cerda Munoz Advisors, Inc can include any blend of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, CERTIFIED FINANCIAL PLANNER™

Years Registered*

9 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

7720 Painter Ave Suite A
Whittier, CA 90602

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Cerda Munoz Advisors, Inc Brokerage Details

Total Assets Under Management

$152,196,508

CA Average: $7,578,581,321
Total Number of Employees

7

CA Average: 43
Total Number of Accounts

793

CA Average: 3,727
Average Account Size

$191,925

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Hilberto Cerda Work History

Hilberto has been registered as a financial advisor for 9 years.*

2013 - Present (11 years)

Cerda Munoz Advisors, Inc

2012 - Present (12 years)

Cerda Wealth Management

*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 Hilberto Cerda 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 Cerda Munoz Advisors, Inc

Aaron Munoz
Whittier, CA
Hilberto Cerda
Whittier, CA
William Torres
Los Angeles, 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.

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