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MR

Mark Christopher T. Reyes

NECTARINE
El Segundo, CA 90245
Some features on this profile are disabled
CRD#: 5840102
MR

Professional summary

Mark Christopher Toreja Reyes, CFP®, who also goes by Mark Reyes, Mark Christopher Reyes, is a registered financial advisor currently at NECTARINE located in El Segundo, California and CASITA FINANCIAL PLANNING located in El Segundo, California.

Mark Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Mark Christopher has worked at 5 firms and has passed the Series 63, Series 7TO and SIE exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Mark Reyes | Mark Christopher Reyes

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.
Name of Firm: Financial Beginnings Investment Related: No Address: 6443 SW Beaverton Hillsdale Hwy, Suite 430, Portland, OR 97221 Nature of Business: Financial Education Position: Financial Literacy Teacher Duties: Volunteer teacher for a non-profit Hours Devoted: 1 Hours Devoted During Trading Hours: 0 Start Date: 08/04/2020 Name of Firm: Financial Planning Association of Los Angeles Investment Related: Yes Address: Premium Organization, PO Box 4130, Scottsdale AZ 85261 Nature of Business: Professional Association of Financial Planners Position: Volunteer Financial Advisor Duties:Pro bono financial advisor at community events Hours Devoted: 1 Hours Devoted During Trading Hours: 0 Start Date: 01/21/2016 Name of Firm: Pilipino Alumni Association of UCLA Investment Related: No Address: James West Alumni Center, 325 Westwood Plaza, Los Angeles, CA 90095 Nature of Business: Alumni association for diversity Position: Advisory board member Duties: Advisory board member to Alumni Association's Executive board of directors Hours Devoted: 1 Hours Devoted During Trading Hours: 0 Start Date: 07/01/2018

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Mark Christopher Toreja Reyes'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®
CFP®

Certified Financial Planner

Experience

Current

January 13, 2025 - Present

NECTARINE

Office #1: 840 Apollo St #248, El Segundo, CA 90245
RIA
CRD#: 327155
El Segundo, CA
Current

April 9, 2025 - Present

CASITA FINANCIAL PLANNING

Office #1: 840 Apollo St # 100, El Segundo, CA 90245
RIA
CRD#: 334718
EL SEGUNDO, CA
Past

April 16, 2024 - December 20, 2024

NERDWALLET ADVISORY

RIA
CRD#: 325767
Hawthorne, CA
Past

March 29, 2021 - April 2, 2024

ALBERT SECURITIES, LLC

BD
CRD#: 305928
SANTA BARBARA, CA
Past

October 4, 2019 - November 13, 2023

ALBERT INVESTMENTS, LLC

RIA
CRD#: 298006
CULVER CITY, CA

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".
NE
NECTARINE
NECTARINE | NECTARINE, INC. | NECTARINE FINANCIAL, INC.

CRD#: 327155 / SEC#: 801-128604

RIA
Registered Investment Advisory firm - (8/21/2023 Approved)

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
(1/14/2025)
IAR
Texas
(1/13/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 10/26/2020
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 3/29/2021
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/28/2020
Securities Industry Essentials Examination

Current Firm

NE
NECTARINE
NECTARINE | NECTARINE, INC. | NECTARINE FINANCIAL, INC.

CRD#: 327155 / SEC#: 801-128604

RIA
Registered Investment Advisory firm - (8/21/2023 Approved)
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Contact information

Main Address
1650 Garnet Avenue #1090, San Diego, CA 92109
Mailing Address
Phone number
(858) 779-0115
Established
Firm type
Fiscal year end
# of Employees
25

SEC notice filing (32 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

2025-09-12 NECTARINE FORM ADV PART 2A (9/12/2025)

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

NECTARINE

CRD#: 327155El Segundo, CA 90245

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