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Daniel Keith Speirsm
Chief Executive Officer at Cerro Pacific Wealth Advisors LLC
Daniel Keith Speirsm active positions
Companies | Position | Start | End |
---|---|---|---|
Cerro Pacific Wealth Advisors LLC
![]() Cerro Pacific Wealth Advisors LLC Investment ManagersFinance Cerro Pacific Wealth Advisors LLC (Cerro Pacific) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Luis Obispo, California. The firm was founded by Daniel Speirs in 2020. Cerro Pacific provides individuals and other types of clients with a wide array of investment advisory services. | Chief Executive Officer | 30/09/2020 | - |
Founder | 30/09/2020 | - |
Career history of Daniel Keith Speirsm
Former positions of Daniel Keith Speirsm
Companies | Position | Start | End |
---|---|---|---|
Wells Fargo Clearing Services LLC
![]() Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Corporate Officer/Principal | 31/08/2009 | 30/09/2020 |
RBC Capital Markets Corp. | Corporate Officer/Principal | 28/02/2002 | 30/09/2009 |
Training of Daniel Keith Speirsm
San Jose State University | Masters Business Admin |
University of San Diego | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Corporate Officer/Principal | 2 |
Chief Executive Officer | 1 |
Founder | 1 |
Sectoral
Finance | 4 |
Consumer Services | 3 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 3 |
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Cerro Pacific Wealth Advisors LLC
![]() Cerro Pacific Wealth Advisors LLC Investment ManagersFinance Cerro Pacific Wealth Advisors LLC (Cerro Pacific) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Luis Obispo, California. The firm was founded by Daniel Speirs in 2020. Cerro Pacific provides individuals and other types of clients with a wide array of investment advisory services. | Finance |
RBC Capital Markets Corp. | Finance |
Wells Fargo Clearing Services LLC
![]() Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. The firm also acts as portfolio manager for certain wrap fee advisory programs. | Finance |
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