Mark L. Deutsch

CRESTA ADVISORS

Laredo, TX 78041

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CRD#: 2720480

Professional summary

Mark Lawrence Deutsch is a registered financial advisor currently at CRESTA ADVISORS located in Laredo, Texas.

Mark is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1996. Mark has worked at 6 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

TDLM MINERALS LTD, PARTNER, 0 HOURS. TDLM MINERALS MANAGEMENT, LLC; MANAGING MEMBER, 0 HOURS. TDLM REAL ESTATE LTD, PARTNER, 0 HOURS. TDLM REAL ESTATE MANAGEMENT, LLC; MANAGING MEMBER, 0 HOURS. MARK DEUTSCH TRUST, TRUSTEE, 0 HOURS. DEUTSCH AND GARZA LTD DBA CRESTA ADVISORS, PARTNER, FULL TIME, INVESTMENT RELATED - RIA FIRM AND DBA FOR SECURITIES BUSINESS. D&G MANAGEMENT CO., LLC, MANAGER, 10% OF TIME, INVESTMENT RELATED. BRAND-TDLM INVESTMENT GROUP, MANAGING MEMBER, 0 HOURS. DEUTSCH & BRAND, OFFICER, 0 HOURS.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Lawrence Deutsch's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

November 14, 2013 - Present

CRESTA ADVISORS

Office #1: 2019 E. Del Mar Blvd. Suite 100, Laredo, TX 78041

RIA

CRD#: 169641

Laredo, TX

Past

February 28, 2014 - October 31, 2014

FINTEGRA, LLC

CRD#: 16741

LAREDO, TX

Past

September 9, 2011 - February 28, 2014

FORTITUDE ADVISORY GROUP L.L.C.

RIA

CRD#: 116083

GIG HARBOR, WA

Past

September 9, 2011 - February 28, 2014

ARGENTUS SECURITIES, LLC

CRD#: 45915

LAREDO, TX

Past

October 20, 2004 - September 12, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

LAREDO, TX

Past

May 31, 2001 - September 12, 2011

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

LAREDO, TX

Past

March 13, 1996 - January 6, 1999

CETERA INVESTMENT SERVICES LLC

CRD#: 15340

ST. CLOUD, MN

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CRESTA ADVISORS

CRESTA ADVISORS | DEUTSCH & GARZA LTD | CRESTA ADVISORS, LTD.

CRD#: 169641 / SEC#: 801-79454

RIA

Registered Investment Advisory firm - (4/9/2014 Approved)

Texas

Registered Investment Advisory firm - (5/30/2014 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Texas
(11/14/2013)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 6/13/2001

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 3/28/1996

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/31/2014

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 5/30/2001

General Securities Representative Examination

Current Firm

CRESTA ADVISORS

CRESTA ADVISORS | DEUTSCH & GARZA LTD | CRESTA ADVISORS, LTD.

CRD#: 169641 / SEC#: 801-79454

RIA

Registered Investment Advisory firm - (4/9/2014 Approved)

Texas

Registered Investment Advisory firm - (5/30/2014 Terminated)

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Contact information

Main Address

2019 E. Del Mar Blvd. Suite 100, Laredo, TX 78041

Mailing Address

Phone number

(956) 267-8130

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A (3/10/2025)

CRESTA ADVISORS WRAP BROCHURE (3/10/2025)

Regulatory assets under management

Total Number of Accounts	581
AUM (Assets Under Management)	$ 533,116,218

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Mark L. Deutsch

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Lawrence Deutsch's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINTEGRA, LLC

FORTITUDE ADVISORY GROUP L.L.C.

ARGENTUS SECURITIES, LLC

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CETERA INVESTMENT SERVICES LLC

Primary Firm SEC Registration

CRESTA ADVISORS

State Registrations and Notice Filings

Exams

Series 66

Date: 6/13/2001

Series 63

Date: 3/28/1996

SIE

Date: 10/31/2014

Series 7

Date: 5/30/2001

Current Firm

CRESTA ADVISORS

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CRESTA ADVISORS

TRUST BUT VERIFY

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