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Cary Cy warren Facer

Warren Street Wealth Advisors, LLC

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About Cary Cy warren Facer

Cary Facer is a financial advisor who has been registered with the Securities and Exchange Commission (SEC) since February 27, 2015. Cary works for Warren Street Wealth Advisors, LLC, a firm registered as an investment advisor with the SEC. Cary has previously worked for Cambridge Investment Research, Inc. and MML Investors Services, LLC. Cary is licensed to offer investment advisory services in California. Cary is also a licensed insurance agent.

Firm Information

Cary Facer is currently registered with Warren Street Wealth Advisors, LLC. Warren Street Wealth Advisors, LLC is an Irvine, California-based registered investment advisor with $457,771,459 in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, high-net-worth individuals, charitable organizations, pension and profit-sharing plans, and other clients.
Warren Street Wealth Advisors, LLC

200 SPECTRUM CENTER DRIVE

IRVINE, CA 92618

$457.77M

Assets Under Management

10

Total Clients

7

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Cary Facer’s Registration & Firm History

CA

02/27/2015 - Present

Warren Street Wealth Advisors, LLC (IRVINE CA)

CA

03/03/2011 - 03/11/2015

CAMBRIDGE INVESTMENT RESEARCH, INC. (ORANGE CA)

CA

04/15/2008 - 03/07/2011

MML INVESTORS SERVICES, LLC (NEWPORT BEACH CA)

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Licenses & Designations

IA

Issued 10/17/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/09/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/11/2015

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/2013

Series 7 - General Securities Representative Examination

BC

Issued 04/14/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cary Cy warren Facer.
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