Daniel Keith Speirs is listed as Founding Partner at Cerro Pacific Wealth Advisors, LLC in San Luis Obispo, CA. Form ADV reports a beneficial ownership band of 50-75%.
Reported ownership
Owns 50-75% of Cerro Pacific Wealth Advisors, LLC
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Daniel Keith Speirs work?
Daniel Keith Speirs is listed as Founding Partner at Cerro Pacific Wealth Advisors, LLC on SEC Form ADV.
How much of Cerro Pacific Wealth Advisors, LLC does Daniel Keith Speirs own?
Form ADV reports a beneficial ownership band of 50-75%.