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Mayra Yadira Meza

Investment adviser representative at Sierra Ocean, LLC
19 yearsExperience
1 stateRegistered in
$544.6MFirm assets
5 yearsFirm in business

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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

19 years in the industry.

  1. Sierra Ocean, LLCMar 2022 to now
  2. The Save Mart CompaniesJul 2020 to Mar 2022
  3. California State University, StanislausAug 2019 to Jul 2020
  4. Modesto Junior CollegeAug 2018 to Aug 2019
  5. Opendoor ServicesJul 2007 to Nov 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2025

State registrations

Registered as an investment adviser representative in 1 state (CA).

Sierra Ocean, LLC

$544.6MAssets managed
181Clients
3Advisers
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
7693192
Firm CRD
313829
Advisor's SEC record (opens in a new tab)
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