Luisa Fernanda Angulo Gartner
Investment Adviser Representative at Legacy Beyond Wealth LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Luisa Fernanda Angulo Gartner is an investment adviser representative with Legacy Beyond Wealth LLC in Miami Beach, FL, where they have been registered since 2023. They have worked in the securities industry since 2013 and were previously registered with Beyond Investments. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
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.
- J.p. Morgan Securities IncOct 2009 – Apr 2018Miami, FL
- Jpmorgan Chase BANKDec 2009 – Jun 2018Miami, NY
- Beyond Investments INTL LLCJul 2021 – Nov 2023Miami, FL
- Beyond Consulting LLCJul 2018 – Jun 2021Miami, FL
- Legacy Beyond Wealth LLCAug 2023 – no end date reportedMiami, FL
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Legacy Beyond Wealth 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
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
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
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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. Luisa Fernanda Angulo Gartner 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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