Adam Daniel Gallegos
Investment adviser representative at The Foundation Investment Group
10 yearsExperience
2 statesRegistered in
$286.5MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- The Foundation Investment GroupMar 2022 to now
- Chauner Securities, Inc.Mar 2022 to now
- Fig Wealth, LLCMar 2022 to now
- Global Assets Advisory, LLCFeb 2021 to Feb 2022
- International Assets Advisory, LLCFeb 2021 to Feb 2022
- Commonwealth Financial NetworkOct 2017 to Feb 2021
- UnemployedJun 2017 to Oct 2017
- Carey Financial, LLCSep 2016 to Jun 2017
Exams passed
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
The Foundation Investment Group
Legal name: Fig Wealth, LLC
$286.5MAssets managed
151Clients
2Advisers
4 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
- 4444399
- Firm CRD
- 318369