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WT

William F. Torres

CERDA MUNOZ ADVISORS,
CERRITOS, CA 90703
Some features on this profile are disabled
CRD#: 4316221
WT

Professional summary

William Frank Torres, who also goes by Bill Torres, William F Torres, is a registered financial advisor currently at CERDA MUNOZ ADVISORS, INC located in Cerritos, California.

William is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2001. William has worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Bill Torres | William F Torres

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view William Frank Torres'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

February 9, 2018 - Present

CERDA MUNOZ ADVISORS, INC

Office #1: 17785 Center Court Dr. Suite 730, Cerritos, CA 90703
RIA
CRD#: 170784
CERRITOS, CA
Past

January 23, 2007 - December 31, 2017

1ST GLOBAL ADVISORS INC

RIA
CRD#: 111133
LOS ANGELES, CA
Past

January 13, 2006 - December 31, 2017

1ST GLOBAL CAPITAL CORP.

BD
CRD#: 30349
LOS ANGELES, CA
Past

December 3, 2001 - July 7, 2005

FSC SECURITIES CORPORATION

BD
CRD#: 7461
ATLANTA, GA

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".
CM
CERDA MUNOZ ADVISORS, INC
CERDA MUNOZ ADVISORS, INC

CRD#: 170784 / SEC#: 801-122069

RIA
Registered Investment Advisory firm - (8/13/2021 Approved)
California
Registered Investment Advisory firm - (10/24/2021 Terminated)

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
California
(2/9/2018)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 1/13/2007
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 12/26/2001
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 12/31/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/18/2006
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 12/1/2001
Investment Company Products/Variable Contracts Representative Examination

Current Firm

CM
CERDA MUNOZ ADVISORS, INC
CERDA MUNOZ ADVISORS, INC

CRD#: 170784 / SEC#: 801-122069

RIA
Registered Investment Advisory firm - (8/13/2021 Approved)
California
Registered Investment Advisory firm - (10/24/2021 Terminated)
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Contact information

Main Address
7720 Painter Ave Suite A, Whittier, CA 90602
Mailing Address
Phone number
(562) 222-4525
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (2 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

CERDA MUNOZ ADVISORS, INC ADV PART 2A &B (3/25/2025)

Regulatory assets under management

Total Number of Accounts810
AUM (Assets Under Management)$ 209,182,986

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.

Company Information

CERDA MUNOZ ADVISORS, INC

CRD#: 170784Cerritos, CA 90703

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