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William Frank Torres

Cerda Munoz Advisors, Inc

Cerritos, CA

Whittier, CA

CRD 4316221

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Employer firm

Cerda Munoz Advisors, Inc CRD 170784

$266M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Cerda Munoz Advisors, Inc

7720 Painter Ave Suite A, Whittier, CA 90602 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-21
  • CA RA
    APPROVED
    Since 2025-11-21

Branch Locations

17785 Center Court Dr. Suite 730, Cerritos, CA 90703 • United States

7720 Painter Ave Suite A, Whittier, CA 90602 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Bill Torres & Company Los Angeles CA 07/2005 01/2026
1St Global Capital Corp Los Angeles CA 01/2006 12/2017
1St Global Advisors, Inc. Los Angeles CA 01/2007 12/2017
1St Global Insurance Services, Inc. Los Angeles CA 06/2007 12/2017
Cerda Munoz Advisors, Inc Downey CA 02/2018 Present
Wright Ford Young & Co. Los Angeles CA 01/2026 Present
  • 07/2005 → 01/2026
    Bill Torres & Company
    Los Angeles, CA
  • 01/2006 → 12/2017
    1St Global Capital Corp
    Los Angeles, CA
  • 01/2007 → 12/2017
    1St Global Advisors, Inc.
    Los Angeles, CA
  • 06/2007 → 12/2017
    1St Global Insurance Services, Inc.
    Los Angeles, CA
  • 02/2018 → Present
    Downey, CA
  • 01/2026 → Present
    Wright Ford Young & Co.
    Los Angeles, CA
Previous Registrations
  • 2007-01-23 → 2017-12-31
    1St Global Advisors Inc
    Los Angeles, CA
Other Businesses

1 Wright Ford Young & Co POSITION: Tax Partner NATURE: Financial services INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 100 START DATE: 01/01/2026 ADDRESS: Los Angeles CA , United States DESCRIPTION: Provide financial services to clients 2) BOARD OF DIRECTORS - EAST LA YMCA POSITION: board member NATURE: The Y is a cause-driven organization that is for youth development, for healthy living and for social responsibility. That's because a strong community can only be achieved when we invest in our kids, our health and our neighbors. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 02/01/1994 DESCRIPTION: Monthly meetings with general board to determine programing offered to members as well as assisting in fundraising efforts 3) TFW ADVISORS LLC POSITION: OWNER NATURE: Separating Financial Advisory practice from the CPA business. INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 2 START DATE: 01/15/2016 ADDRESS: Los Angeles CA , United States DESCRIPTION: Advisor

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-01-13
S63 Uniform Securities Agent State Law Examination 2001-12-26
  • S66 Uniform Combined State Law Examination
    2007-01-13
  • S63 Uniform Securities Agent State Law Examination
    2001-12-26
Designations
  • Personal Financial Specialist
Other Names
  • William F Torres
  • Bill Torres

View on SEC IAPD

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