Brianna Marie Ferguson
Investment adviser representative at Cerro Pacific Wealth Advisors, LLC
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$531.6MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Cerro Pacific Wealth Advisors, LLCOct 2020 to now
- Central Coast Wealth ManagementMar 2016 to Sep 2020
- CommonwealthMar 2016 to Sep 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 1 state (CA).
Cerro Pacific Wealth Advisors, LLC
$531.6MAssets managed
254Clients
4Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5998189
- Firm CRD
- 310825