Hilberto Cerda

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

Authority	Category	Status	Date
CA	RA	APPROVED	2025-11-13

CA RA
APPROVED

Since 2025-11-13

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Cerda Wealth Management	Downey	CA	12/2012	Present
Cerda Munoz Advisors, Inc	Downey	CA	12/2013	Present

12/2012 → Present

Cerda Wealth Management

Downey, CA
12/2013 → Present

Cerda Munoz Advisors, Inc

Downey, CA

Previous Registrations

2013-02-04 → 2014-12-23

Cerda Wealth Management

Downey, CA
2012-06-13 → 2013-04-29

Wealth Management Lab

Irvine, CA

Other Businesses

NAME OF OTHER BUSINESS ACTIVIY HILBERTO CERDA TAX PREPARER WITH CERDA MUNOZ ADVISORS, INC BUSINESS HAS THE SAME NAME AS ADVISORY FIRM, TAX PREPARATION SERVICES ARE NOT INVESTMENT RELATED,10821 PARAMOUNT BLVD DOWNEY CA 90241, TAX PREPARATION, SALARY EMPLOYEE. APPROXIMATELY NUMBER OF HOURS PER MONTH 10. HOURS DEVOTED DURING TRADING HOURS NONE. HILBERTO PREPARES INDIVIDUAL INCOME TAX RETURNS.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2006-01-16

S63 Uniform Securities Agent State Law Examination

2006-01-16

Designations

Certified Financial Planner

Other Names

Hilberto Cerda
Gilberto Cerda

View on SEC IAPD