Danae Baltierra has been an investment adviser representative at The Weil since January 2021, and is not listed among the firm’s executive officers or direct owners.
The Weil Company is a San Diego, CA firm with $896M under management, 519 clients and 7 advisers in one office, as of its February 2026 filing.
- Christopher Weil & Co IncCurrent– present · 5 yearsSan Diego, CA · Adviser representative · Firm CRD 22090
Investment adviser representative registrations
Danae Baltierra is registered as an investment adviser representative in California, since January 2021.
- CaliforniaSince 15 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 15 January 2021 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Danae S Baltierra
- CRD
- 7315221
- Firm
- The Weil · CRD 22090
- Office
- 11236 EL CAMINO REAL, SUITE 200, San Diego, CA 92130
- Registration
- Investment adviser registration
- In the industry since
- January 2021
- Disciplinary history
- Not yet shown here · SEC record
Where does Danae Baltierra work?
Danae Baltierra is an investment adviser representative registered through The Weil Company since January 2021, and is not listed among the firm’s executive officers or direct owners.
Is Danae Baltierra a financial advisor?
Yes. Danae Baltierra has a current investment-adviser registration in California, through The Weil since January 2021.
How many years of experience does Danae Baltierra have?
Danae Baltierra has 5 years in the financial industry, since January 2021, across 1 adviser firm.
What exams has Danae Baltierra passed?
Danae Baltierra passed the Series 65 in January 2021.
Where is Danae Baltierra based?
Danae Baltierra’s registered office is in San Diego, CA.
Is Danae Baltierra registered with FINRA?
No. Danae Baltierra has no current broker registration.
How can I verify Danae Baltierra’s record?
Search CRD 7315221 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Danae Baltierra’s full registration record.
