AM
CFP
AM
CFP

Ariel Emanuel Moyano

4 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
46 advisors
Number of Clients
2,121 clients
Average Client Portfolio
$225K average
Assets Under Management
$476.5M

Fee Structure

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Location

Boynton Beach, FL

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Ariel sells life and disability insurance products through Legacy Peak Insurance Solutions, LLC. This activity is part of Ariel's advisory business, where she helps clients with financial plans and evaluates their insurance needs, dedicating a few hours per week to it.

Employment History
Current Registrations
Legacy Wealth Management, LLC
December 2024 - Present · 1 yr 2 mos
Previous Registrations
Singer Wealth Advisors LLC
September 2022 - June 2024 · 1 yr 9 mos
Castle Wealth Management
March 2021 - September 2022 · 1 yr 6 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.