Morgan Elizabeth Arriaga
Investment adviser representative at Mdt Financial Advisors, LLC
10 yearsExperience
1 stateRegistered in
$294MFirm assets
Under 1 yearFirm 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 fee
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.
- Mdt Financial Advisors, LLCMay 2026 to now
- Wells Fargo Advisors Financial Network, LLCMar 2025 to May 2026
- University of Houston Clear LakeAug 2023 to May 2025
- San Jacinto CollegeAug 2021 to Aug 2023
- Pasadena Memorial High SchoolAug 2018 to Aug 2021
- Bondy Intermediate SchoolAug 2016 to Aug 2018
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (TX).
Mdt Financial Advisors, LLC
$294MAssets managed
331Clients
5Advisers
Under 1 yearIn 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
- 8071492
- Firm CRD
- 340925