Miguel-Angel Lopez is a CFP-designated registered investment advisor, based in Bethesda, MD, with 31 years of industry experience.
Location
7550 Wisconsin Avenue, Suite 420, Bethesda, MD, 20814
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Miguel-Angel owns rental real estate since 2019, dedicating minimal time to it. He also provides advisory services to clients through Steward Partners Investment Advisory LLC, spending minimal time on this activity as well.
Employment History
Current Registrations
Steward Partners Investment Solutions, LLCBroker
Steward Partners Investment Solutions, LLC
Steward Partners Investment Advisory, LLC
Previous Registrations
Raymond James Financial Services, INC.Broker
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
UBS Financial Services INC.
UBS Financial Services INC.Broker
Legg Mason Wood Walker, IncorporatedBroker
State Registrations19 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.