Ismael Delgado
Professional summary
Ismael Delgado Jr., who also goes by Ismael Delgado Jr, Ismael Delgado, is a registered financial advisor currently at CRESTA ADVISORS located in Laredo, Texas.
Ismael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Ismael has worked at 3 firms and has passed the Series 65, Series 63, Series 6TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Ismael Delgado Jr.'s CRS (Customer Relationship Summary).
Certified licenses
Experience
September 23, 2022 - Present
CRESTA ADVISORS
Office #1: 2019 E. Del Mar Blvd. Suite 100, Laredo, TX 78041April 13, 2021 - February 1, 2022
NYLIFE SECURITIES LLC
July 2, 2019 - December 2, 2020
PFS INVESTMENTS INC.
Primary Firm SEC Registration
CRESTA ADVISORS
CRD#: 169641 / SEC#: 801-79454
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(9/23/2022)
Exams
Series 6TO
Date: 7/2/2019
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
CRESTA ADVISORS
CRD#: 169641 / SEC#: 801-79454
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 581 |
| AUM (Assets Under Management) | $ 533,116,218 |
Red Flags
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