Skip to content

Diego Lucatero

Investment adviser representative at Cresta Advisors
12 yearsExperience
1 stateRegistered in
$786MFirm assets
12 yearsFirm in business

Are you Diego Lucatero? Claim your profile

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management
  • Pension consulting

Experience

12 years in the industry.

  1. Cresta Advisors, Ltd.Jan 2024 to now
  2. StudentSep 2014 to now
  3. Texas RoadhouseJan 2023 to Jan 2024
  4. Olive GardenFeb 2022 to Oct 2022

Exams passed

  • Series 65 · Uniform Investment Adviser Law2024

State registrations

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

Cresta Advisors

Legal name: Cresta Advisors, Ltd.

$786MAssets managed
333Clients
6Advisers
12 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
7982012
Firm CRD
169641
Advisor's SEC record (opens in a new tab)
CallContact this firm