Diego M. Reyes
Professional summary
Diego Marin Reyes, who also goes by Diego Marin Reyes, Diego Reyes, is a registered financial advisor currently at STILLWATER CAPITAL MANAGEMENT located in Carmel-by-the-sea, California.
Diego is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Diego has worked at 3 firms and has passed the Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Diego Marin Reyes's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 5, 2021 - Present
STILLWATER CAPITAL MANAGEMENT
Office #1: Nw Corner Of 8th Ave And San Carlos St #2, Carmel-by-the-sea, CA 93921April 30, 2018 - July 22, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 30, 2018 - July 22, 2020
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
May 25, 2017 - July 21, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
June 21, 2016 - October 19, 2016
PRINCIPAL SECURITIES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/5/2021)
Exams
Series 7TO
Date: 3/5/2024
General Securities Representative ExaminationCurrent Firm
STILLWATER CAPITAL MANAGEMENT
CRD#: 313075 / SEC#: 801-120691
Contact information
Regulatory assets under management
| Total Number of Accounts | 110 |
| AUM (Assets Under Management) | $ 70,000,000 |
Red Flags
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Company Information
STILLWATER CAPITAL MANAGEMENT
CRD#: 313075Carmel-by-the-sea, CA 93921TRUST BUT VERIFY
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