Diego Reyes (CRD# 6131717) is an Investment Advisor Representative working at Stillwater Capital Management in Carmel-by-the-sea, CA and has over 6 years of experience in the finance industry.
CRD# 1102955
Castle Rock Wealth Management, LLC
CRD# 6900729
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 4658169
Monterey Private Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Stillwater Capital Management, Corp | Templeton, CA | Apr 2021 - Current | 3 |
| Sabbatical | Templeton, CA | Jul 2020 - Apr 2021 | < 1 |
| Bank Of America, N.a. | Carmel, CA | May 2018 - Jul 2020 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Carmel, CA | Mar 2018 - Jul 2020 | 2 |
| Aspire Health Plan | Monterey, CA | Sep 2017 - Dec 2017 | < 1 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Carmel, CA | May 2017 - Jul 2017 | < 1 |
| Aspire Health Plan | Monterey, CA | Sep 2016 - May 2017 | < 1 |
| Principal Life Insurance Company | Monterey, CA | Mar 2015 - Oct 2016 | 1 |
| Princor Financial Services Corporation | Monterey, CA | Mar 2015 - Oct 2016 | 1 |
| Campisi Financial Services Corporation | Monterery, CA | Mar 2015 - Sep 2016 | 1 |
| Campisi Financial | Monterey, CA | Jul 2014 - Mar 2015 | < 1 |
| Monterey Plaza Hotel & SPA | Monterey, CA | Jun 2014 - Sep 2014 | < 1 |
| Monterey Credit Union | Monterey, CA | Dec 2013 - Jul 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2018 |
- CA
-
Total Assets Under Management55MILLIONS
-
Total Number of Accounts107ACCOUNTS
-
Average Account Value$514,019
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA
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