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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.

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.
The advisor shows no other business activity.

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)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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
30

SEC notice filing (51 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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