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Adriana Mange

ALPHATRUST ADVISORS
PHOENIX, AZ
·CRD# 6728745·9 years experience

Professional Summary

Adriana Mange, who also goes by Adriana Mange Egea, Adriana Mange Galaz, Adriana Galaz, is a registered financial advisor currently at ALPHATRUST ADVISORS located in Phoenix, Arizona. Adriana is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Adriana has worked at 4 firms and has passed the Series 66, Series 63, Series 7TO, SIE and Series 6 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Adriana Mange Egea, Adriana Mange Galaz, Adriana Galaz

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

9 years in the financial services industry

Current & Past Employments

ALPHATRUST ADVISORS·CRD# 340962
RIA
5141 North 40th Street Ste 400, Phoenix, AZ 85018
June 29, 2026 - Present
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.·CRD# 134139
RIA
Phoenix, AZ
January 18, 2024 - July 6, 2026
CAMBRIDGE INVESTMENT RESEARCH, INC.·CRD# 39543
BD
Phoenix, AZ
October 19, 2020 - July 6, 2026
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
Green Valley, AZ
February 9, 2017 - October 13, 2020

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Current Firm

AA
ALPHATRUST ADVISORS

ALPHATRUST ADVISORS | ALPHATRUST ADVISORY GROUP, LLC

CRD#: 340962 / SEC#: 801-136389
RIA
Registered Investment Advisory firm - SEC (6/5/2026 Approved)

Contact Information

Main Address

5141 North 40th Street Ste 400, Phoenix, AZ 85018

Phone Number

(480) 681-0200

# of Employees

7

SEC notice filing (2 States and Territories)

Registered to provide investment advisory services in 2 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ALPHATRUST ADVISORY GROUP, LLC DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (10/2/2026)

Regulatory Assets Under Management

Total Number of Accounts

210

AUM (Assets Under Management)

$113,107,271

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1) AlphaTrust Insurance Services, LLC; Not investment-related; Same address; Licensed Insurance Agent; Insurance sales; Implementation of insurance recommendations; Less than 5% of time during the month. 2) AlphaTrust Tax Services, LLC; Not investment-related; Same address; Chief Compliance Officer; Tax and accounting services; Approx. 10% of time during the month. 3) AlphaTrust Billing, LLC; Not investment-related; Same address; Billing and administrative services; Chief Compliance Officer; Oversight of billing operations, financial administration; Less than 5% of time during the month. 4) AlphaTrust Management, LLC; Not investment-related; Same address; Management and administrative services company; Chief Compliance Officer; Executive oversight, financial management; Less than 5% of time during the month. 5) Notary Public; Not investment-related; Same address; Notary services; Notarize documents as needed; less than 5% of time during the month.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
ALPHATRUST ADVISORS

ALPHATRUST ADVISORS | ALPHATRUST ADVISORY GROUP, LLC

CRD#: 340962 / SEC#: 801-136389
RIA
Registered Investment Advisory firm - SEC (6/5/2026 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Arizona
(6/29/2026)
IAR
Texas
(6/29/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2023About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 2017About the Series 63 exam

Series 7TO — General Securities Representative Examination

Passed Oct 2022About the Series 7TO exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 6 — Investment Company Products/Variable Contracts Representative Examination

Passed Feb 2017About the Series 6 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Adriana Mange's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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