Ariel Emanuel Moyano
Investment adviser representative at Legacy Wealth Management, LLC
10 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$629MFirm assets
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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 feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Legacy Wealth Management, LLCSep 2024 to now
- UnemployedMay 2024 to Sep 2024
- Singer Wealth Advisors LLCSep 2022 to May 2024
- Castle Wealth ManagmentNov 2020 to Sep 2022
- Mass MutualNov 2018 to Nov 2020
- UnemployedApr 2018 to Nov 2018
- Office DepotJan 2018 to Apr 2018
- Credit Union Service CenterMay 2017 to Dec 2017
- Towne ParkNov 2016 to May 2017
- Papa JohnsSep 2016 to Sep 2017
- College StudentAug 2014 to Dec 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Legacy Wealth Management, LLC
$629MAssets managed
3,416Clients
45Advisers
8 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
- 7313510
- Firm CRD
- 174767