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Diego Marin Reyes

Stillwater Capital Management

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About Diego Marin Reyes

Diego Marin Reyes is a financial advisor registered in California, actively working as an Investment Advisor Representative at Stillwater Capital Management. Diego Marin Reyes specializes in providing financial planning, portfolio management for businesses and individuals, and pension consulting. Diego Marin Reyes has been active in the financial industry since 2014 and has worked for several companies, including Merrill Lynch, Pierce, Fenner & Smith Incorporated, Principal Securities, Inc., and Aspire Health Plan. He holds Series 7, Series 66, and Series 7TO licenses and is a board member of The Carmel Foundation.

Firm Information

Diego Reyes is currently registered with Stillwater Capital Management. Stillwater Capital Management is an investment advisor with approximately $70 million in assets under management. The firm provides financial planning, pension consulting, and portfolio management services to individuals, businesses, charitable organizations, and pension and profit-sharing plans. The firm is headquartered in the state of Pennsylvania and has 2 licensed agents, 3 investment adviser representatives, and 3 investment advisory functions.

$70.00M

Assets Under Management

Not reported

Total Clients

3

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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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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percentage of assets

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

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Diego Reyes’s Registration & Firm History

CA

04/05/2021 - Present

Stillwater Capital Management (CARMEL-BY-THE-SEA CA)

CA

04/30/2018 - 07/22/2020

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARMEL CA)

CA

05/25/2017 - 07/21/2017

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CARMEL CA)

IA

06/21/2016 - 10/19/2016

PRINCIPAL SECURITIES, INC. (DES MOINES IA)

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Licenses & Designations

BOTH

Issued 01/27/2018

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/05/2024

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Diego Marin Reyes.
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