Lisa Ann Chacon
Investment adviser representative at Chacon Diaz & Di Virgilio Wealth Management, LLC
16 yearsExperience
5 statesRegistered in
$90.3MFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Chacon Diaz & Di Virgilio Wealth Management, LLCJun 2010 to now
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 5 states (CA, FL, GA, LA, TX).
Chacon Diaz & Di Virgilio Wealth Management, LLC
$90.3MAssets managed
190Clients
4Advisers
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
- 5244124
- Firm CRD
- 154242