Cristian Lopez
Investment adviser representative at Certuity, LLC
11 yearsExperience
1 stateRegistered in
$3.3BFirm assets
22 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Certuity, LLCJul 2025 to now
- Park City Wealth AdvisorsJun 2024 to Aug 2024
- Full Time StudentAug 2021 to Jun 2025
- Full Time StudentNov 2015 to Jun 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Certuity, LLC
$3.3BAssets managed
520Clients
24Advisers
22 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
- 8190646
- Firm CRD
- 129505