Aaron Octavio Munoz

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2013 → Present
  Cerda Wealth Management
  Downey, CA
• 12/2013 → Present
  Cerda Munoz Advisors, Inc
  Downey, CA

Previous Registrations

• 2013-05-01 → 2014-12-22
  Cerda Wealth Management
  Downey, CA
• 2012-06-12 → 2013-04-29
  Wealth Management Lab
  Irvine, CA

Other Businesses

NAME OF OTHER BUSINESS AARON MUNOZ TAX PREPARER WITH CERDA MUNOZ ADVISORS, INC. BUSINESS HAS 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. I PREPARE INDIVIDUAL INCOME TAX RETURNS.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-07-29

Designations

• Certified Financial Planner