Advisor at Cresta Advisors
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Cresta Advisors
Location
Laredo, TX 78041
Credentials
Series 63, Series 65
Industry experience
5 years
Ismael Delgado Jr. is a financial advisor at Cresta Advisors with Series 63 and Series 65 credentials and five years of industry experience. His prior work includes roles at New York Life Insurance Co, Primerica Advisors, and the United Independent School District. Outside of advising, he is the owner of Vista Hermosa Holdings, LLC, an LLC for a rental property. Cresta Advisors manages approximately $533 million in client assets, serving individuals, high-net-worth households, trusts, estates, corporations, endowments, public entities, and retirement plan sponsors primarily in Texas, California, and Mexico. The firm employs a combination of fundamental and technical analysis, Modern Portfolio Theory, and targeted asset allocation to construct and monitor portfolios and investment policy statements.
Based on Cresta Advisors
Based on Cresta Advisors
$0+: 1.5% or lower for Retirement Plan Services (Discretionary 3(38) and Non-Discretionary 3(21) Fiduciary Services) $0+: 1.5% or lower for asset allocation profiled in wrap fee program $0+: 0.65% or lower for fixed income profiled in wrap fee program
$250 per hour for financial consulting services
Account minimum: $250,000
2019 E. Del Mar Blvd., Suite 100
Laredo, TX 78041
Texas
Vista Hermosa Holdings, LLC
2024 - Present (2 years)
Cresta Advisors
2022 - Present (4 years)
Serv Pro of Laredo
2022 - 2022 (1 year)
New York Life Insurance Co
2020 - 2022 (2 years)
Primerica Advisors
2019 - 2020 (1 year)
United Independent School District
2015 - 2021 (6 years)
Primerica Finanical Services
2006 - 2020 (14 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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