Luisa Fernanda Angulo gartner
Investment adviser representative at Legacy Beyond Wealth LLC
17 yearsExperience
1 stateRegistered in
$342MFirm assets
2 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Legacy Beyond Wealth LLCAug 2023 to now
- Beyond Investments Intl LLCJul 2021 to Nov 2023
- Beyond Consulting LLCJul 2018 to Jun 2021
- JPMorgan Chase BankDec 2009 to Jun 2018
- J.P. Morgan Securities IncOct 2009 to Apr 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (FL).
Legacy Beyond Wealth LLC
$342MAssets managed
14Clients
1Advisers
2 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
- 5726453
- Firm CRD
- 328708