Francisco Abelardo Salaverry
Investment Adviser Representative at Tanglewood Legacy Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Francisco Abelardo Salaverry is an investment adviser representative with Tanglewood Legacy Advisors, LLC in Houston, TX, where they have been registered since 2026. They have worked in the securities industry since 2022 and have been registered with 4 firms, including Fisher Investments and Wells Fargo Clearing Services, LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Texas.
Office
Advisors at this office: 5
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Tanglewood Legacy Advisors, LLCMar 2026 – no end date reportedHouston, TX
- At&tOct 2024 – Mar 2026Dallas, TX
- University of Texas at DallasMay 2016 – Jan 2017Dallas, TX
- Morgan StanleyJan 2017 – Oct 2018Dallas, TX
- Wells Fargo AdvisorOct 2018 – Jul 2021Dallas, TX
- Fisher InvestmentsDec 2023 – Oct 2024Plano, TX
- Carbonifera San BenitoJul 2021 – Nov 2023Trujillo
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Tanglewood Legacy Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Liquidity and Exit Planning (including liquidity planning, valuation consulting, and post-transaction planning), Wealth Planning and Investment Management (including strategic coordination of financial, tax, philanthropic, and estate planning, customized portfolio creation, risk mitigation and cashflow generation, and concierge services), and coordination of a virtual boardroom of advisors.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 5
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Houston, TX
- SEC file number:
- 801-107793
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of March 27, 2026
View full firm profileOther advisors at Tanglewood Legacy Advisors, LLC
4 other advisors in the directory
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Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Francisco Abelardo Salaverry has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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