Daniel Keith Speirsm
Chief Executive Officer at Cerro Pacific Wealth Advisors LLC
Profile
Mr. Daniel K.
Speirsm is a Founding Partner at Cerro Pacific Wealth Advisors LLC.
Mr. Speirsm was previously employed as a Managing Director by Wells Fargo Clearing Services LLC and a Firct Vice President by RBC Capital Markets Corp.
He began his career on the trading floor of the Chicago Board of Trade working for Prudential Securities in grain futures and bond markets.
He received his undergraduate degree from the University of San Diego and an MBA from San Jose State University.
Daniel Keith Speirsm active positions
Companies | Position | Start |
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Cerro Pacific Wealth Advisors LLC
Cerro Pacific Wealth Advisors LLC Investment ManagersFinance Cerro Pacific Wealth Advisors LLC (Cerro Pacific) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Luis Obispo, California. The firm was founded by Daniel Speirs in 2020. Cerro Pacific provides individuals and other types of clients with a wide array of investment advisory services. | Chief Executive Officer | 2020-09-30 |
Former positions of Daniel Keith Speirsm
Companies | Position | End |
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Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Corporate Officer/Principal | 2020-09-30 |
RBC Capital Markets Corp. | Corporate Officer/Principal | 2009-09-30 |
Training of Daniel Keith Speirsm
San Jose State University | Masters Business Admin |
University of San Diego | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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RBC Capital Markets Corp. | Finance |
Wells Fargo Clearing Services LLC
Wells Fargo Clearing Services LLC Investment ManagersFinance Wells Fargo Clearing Services LLC (WFCS) is a SEC-registered investment advisor and wealth management firm headquartered in St. Louis, Missouri. The firm was founded 1852 and formerly known as Wells Fargo Advisors LLC. They are a subsidiary of Wachovia Securities Financial Holdings LLC, a non-bank indirect subsidiary of Wells Fargo & Co. (NYSE: WFC), a financial and bank holding company. Wells Fargo Advisors is a trade name used by Wells Fargo Advisors Financial Network LLC and Wells Fargo Clearing Services LLC. WFCS provides investment advisory services to individuals, pension or profit-sharing plans, trusts, estates or charitable organizations, corporations or other business entities, governmental entities and educational institutions, as well as banks or thrift institutions. They also act as portfolio manager for certain wrap fee advisory programs. | Finance |
Cerro Pacific Wealth Advisors LLC
Cerro Pacific Wealth Advisors LLC Investment ManagersFinance Cerro Pacific Wealth Advisors LLC (Cerro Pacific) is an independent, SEC-registered investment advisor and wealth management firm headquartered in San Luis Obispo, California. The firm was founded by Daniel Speirs in 2020. Cerro Pacific provides individuals and other types of clients with a wide array of investment advisory services. | Finance |
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