Humberto Edmundo Moreno
Investment adviser representative at Strategic Financial Concepts, LLC
13 yearsExperience
3 statesRegistered in
CFADesignation
$927.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Strategic Financial Concepts, LLCFeb 2017 to now
- LPL Financial LLCApr 2013 to now
- Synergy Financial Group, LLC (dba: SFG Wealth Management)Dec 2016 to Feb 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
State registrations
Registered as an investment adviser representative in 3 states (CA, MD, TX).
Strategic Financial Concepts, LLC
$927.7MAssets managed
3,824Clients
39Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2145869
- Firm CRD
- 141849