Best Investors Account Sign in
Inactive

Manuel Aguilera

Stonemark Wealth Management

Pasadena, CA

Claim This Profile
Current Employers
Stonemark Wealth Management

225 S. Lake Avenue Suite 1170, Pasadena, CA 91101 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-10-06
  • CA RA
    APPROVED
    Since 2023-10-06

Branch Locations

225 S. Lake Avenue Suite 1170, Pasadena, CA 91101 • 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
Stonemark Wealth Management Pasadena CA 01/2023 Present
New World Travel Los Angeles CA 06/2012 09/2020
Deutsche Bank Jacksonville FL 12/2021 05/2022
Hsbc Jacksonville FL 06/2022 08/2022
Unemployed Los Angeles CA 08/2022 12/2022
Pepperdine University Los Angeles CA 08/2020 08/2022
  • 01/2023 → Present
    Stonemark Wealth Management
    Pasadena, CA
  • 06/2012 → 09/2020
    New World Travel
    Los Angeles, CA
  • 12/2021 → 05/2022
    Deutsche Bank
    Jacksonville, FL
  • 06/2022 → 08/2022
    Hsbc
    Jacksonville, FL
  • 08/2022 → 12/2022
    Unemployed
    Los Angeles, CA
  • 08/2020 → 08/2022
    Pepperdine University
    Los Angeles, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-10-06
  • S65 Uniform Investment Adviser Law Examination
    2023-10-06

View on SEC IAPD

Other Firms

CMR CAPITAL MANAGEMENT, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
STRATEGY ASSET MANAGERS L.L.C.
MML INVESTORS SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
NASDAQ DORSEY WRIGHT
U.S. BANCORP ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Other Investors

CHRISTOPHER LEU
JAY EDWIN LOMETILLO
Salvador Rodriguez
Angel Kam Fung Chen
Jaymie BRIAN Wetzel
ALISA JANE CHANPONG
HEIDI PUI WA LEU
Mui Fan CHAN Graca

Other Offices

CMR CAPITAL MANAGEMENT, LLC · PASADENA, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · PASADENA, CA
STRATEGY ASSET MANAGERS L.L.C. · PASADENA, CA
MML INVESTORS SERVICES, LLC · Pasadena, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · PASADENA, CA
NASDAQ DORSEY WRIGHT · Pasadena, CA
U.S. BANCORP ADVISORS, LLC · Pasadena, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Pasadena, CA

More in Pasadena, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor