Azelia Aguilar Betancourt
Investment adviser representative at Galliott Capital Advisors, LLC
10 yearsExperience
1 stateRegistered in
$249MFirm assets
5 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 assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
10 years in the industry.
- Galliott Capital Advisors, LLCApr 2021 to now
- Insigneo Advisory ServicesJul 2020 to now
- Insigneo Securities, LLCJul 2020 to now
- Morgan StanleyJun 2016 to Jul 2020
Exams passed
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 1 state (CA).
Galliott Capital Advisors, LLC
$249MAssets managed
113Clients
4Advisers
5 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
- 6406979
- Firm CRD
- 313094