Claudette Dariel Soto
Investment adviser representative at Cresta Advisors
12 yearsExperience
1 stateRegistered in
$786MFirm assets
12 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 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.
- Cresta AdvisorsAug 2024 to now
- Commerce BankFeb 2022 to Aug 2024
- Cheddar's Scratch KitchenMay 2021 to Feb 2022
- Gateway Bagel Co LLCJan 2021 to May 2021
- Main EventJan 2020 to Mar 2020
- Sweet BerryJun 2019 to Aug 2019
- Texas A&m International UniversityAug 2018 to Aug 2022
- Children Fountain of KnowledgeJun 2018 to Jul 2018
- Alexander High SchoolAug 2014 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8033545
- Firm CRD
- 169641