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Diego Lucatero

Cresta Advisors

Laredo, TX

CRD 7982012

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Employer firm

Cresta Advisors CRD 169641

$786M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • HOURLY FINANCIAL CONSULTING

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

Current Employers
Cresta Advisors

2019 E. Del Mar Blvd. Suite 100, Laredo, TX 78041 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-09-13
  • TX RA
    APPROVED
    Since 2024-09-13

Branch Locations

2019 E. Del Mar Blvd. Suite 100, Laredo, TX 78041 • 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
Cresta Advisors, Ltd. Laredo TX 01/2024 Present
Texas Roadhouse Laredo TX 01/2023 01/2024
Olive Garden Laredo TX 02/2022 10/2022
Student Laredo TX 09/2014 Present
  • 01/2024 → Present
    Cresta Advisors, Ltd.
    Laredo, TX
  • 01/2023 → 01/2024
    Texas Roadhouse
    Laredo, TX
  • 02/2022 → 10/2022
    Olive Garden
    Laredo, TX
  • 09/2014 → Present
    Student
    Laredo, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-13
  • S65 Uniform Investment Adviser Law Examination
    2024-09-13

View on SEC IAPD

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Ricardo Hernandez
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Nearby Offices

CETERA INVESTMENT ADVISERS LLC · LAREDO, TX
EDWARD JONES · Laredo, TX
SANCTUARY ADVISORS, LLC · Laredo, TX

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