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Consuelo Elizabeth Webb

Mari Legacy Group, LLC

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About Consuelo Elizabeth Webb

Consuelo Webb is an Investment Advisor Representative associated with Mari Legacy Group, LLC. Consuelo has over 20 years of experience in the financial services industry and holds licenses to provide investment advice in California and Texas. Consuelo previously held positions at Morgan Stanley and Wells Fargo Advisors, LLC. Consuelo is a dedicated professional with a strong commitment to providing comprehensive financial planning services to her clients. Consuelo specializes in working with high-net-worth individuals, providing financial planning and portfolio management.

Firm Information

Consuelo Webb is currently registered with Mari Legacy Group, LLC. Mari Legacy Group, LLC is a Registered Investment Advisor headquartered in [Address] and has 1 investment adviser representative. Mari Legacy Group, LLC manages $21,360,000 in assets for 50 clients, primarily high-net-worth individuals and individuals other than high-net-worth. They offer financial planning, pension consulting, selection of other advisers, and portfolio management services for individuals and businesses.

$21.36M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Consuelo Webb’s Registration & Firm History

CA

03/06/2023 - Present

Mari Legacy Group, LLC (CALABASAS CA)

CA

09/02/2015 - 06/30/2021

MORGAN STANLEY (Westlake Village CA)

CA

07/10/2003 - 07/02/2015

WELLS FARGO ADVISORS, LLC (WESTLAKE VILLAGE CA)

NY

09/04/2002 - 05/21/2003

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/30/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/03/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Consuelo Elizabeth Webb.
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