Angel Ricardo Vega
Investment adviser representative at Facet
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$8.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
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.
- FacetAug 2026 to now
- Brightside FinancialMay 2024 to Aug 2026
- Kestra Advisory Services, LLCAug 2023 to May 2024
- Kestra Investment Services LLCAug 2023 to May 2024
- Morgan StanleyNov 2020 to Jun 2023
- Personal CapitalJan 2020 to Oct 2020
- Nylife Securities LLCFeb 2019 to Aug 2019
- New York Life Ins CoDec 2018 to Aug 2019
- Northwestern MutualSep 2018 to Nov 2018
- Mercer UniversityAug 2014 to Aug 2018
- Money Concepts Capital CorpSep 2010 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 2 states (GA, TX).
Facet
Legal name: Facet Wealth, Inc
$8.7BAssets managed
16,053Clients
94Advisers
9 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
- 7005179
- Firm CRD
- 285961