Where are Cresta Advisors employees located globally?

Cresta Advisors has employees across 1 continents and 1 countries including United States Of America.

How has Cresta Advisors's team size changed over time?

Cresta Advisors's team has grown from approximately 12 to 14 employees based on available data.

Cresta Advisors Employee Directory

Investment ManagementTexas, United States11-50 Employees

Cresta Advisors is an investment management firm based in Laredo, Texas, identifying itself as the area\'s first independent, locally owned SEC-Registered Investment Adviser. It targets business owners, working professionals, high-net-worth families, and international clients, aiming to simplify the investment process. The fee-only, independent model is supported by a small-to-mid-sized team, and the firm operates as a fiduciary, obligated to place clients\' interests first.

Cresta Advisors does not provide legal or tax advice and directs clients to consult appropriate professionals for those matters. Recent activity includes participation in an industry event in January 2025 related to BlackRock MuniYield Quality Fund III, reflecting ongoing engagement with investment opportunities.

Cresta Advisors Global Highlights

North America
17

United States Of America
17

Cresta Advisors's Leadership

J. S.
Customer Service Lead
Mobile Phone
Email

Cresta Advisors Employee Metrics

100%

50%

2026

2025

Banking
Finance
Accounting
Administrative
Analytics
Other
Business

Contact profiles from Cresta Advisors

Name

Title

Contact Info

Location

Last Update

J. S.
Customer Service Lead
Mobile Phone
Email
Jun 30, 2026

Frequently Asked Questions

What is Cresta Advisors known for?

Cresta Advisors was founded in 2013 operates in the Investment Management industry; you can contact the main corporate office by phone at

+1-956-267-****

. Explore Cresta Advisors's company overview page for more information.

What is Cresta Advisors's most common email format?

Cresta Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Cresta Advisors email formats with LeadIQ.

How many employees does Cresta Advisors have currently?

Cresta Advisors has approximately 12 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Cresta Advisors's key employees and leadership?

As of July 2026, Cresta Advisors's key employees include:

Customer Service Lead: J. S.

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Cresta Advisors Employee Directory

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