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FS

Francisco A. Salaverry

TANGLEWOOD LEGACY ADVISORS
HOUSTON, TX 77056
CRD#: 6752973
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FS
Francisco Abelardo SalaverryTANGLEWOOD LEGACY ADVISORS

Professional summary

Francisco Abelardo Salaverry is a registered financial advisor currently at TANGLEWOOD LEGACY ADVISORS, LLC located in Houston, Texas.

Francisco is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Francisco has worked at 4 firms and has passed the Series 65, Series 66, Series 7TO, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Francisco Abelardo Salaverry's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

June 5, 2026 - Present

TANGLEWOOD LEGACY ADVISORS, LLC

Office #1: One Riverway, Suite 1550, Houston, TX 77056
RIA
CRD#: 127289
HOUSTON, TX
Past

February 15, 2024 - September 16, 2024

FISHER INVESTMENTS

RIA
CRD#: 107342
PLANO, TX
Past

October 24, 2018 - July 7, 2021

WELLS FARGO CLEARING SERVICES, LLC

RIA
CRD#: 19616
DALLAS, TX
Past

October 24, 2018 - July 7, 2021

WELLS FARGO CLEARING SERVICES, LLC

BD
CRD#: 19616
DALLAS, TX
Past

November 25, 2017 - October 15, 2018

MORGAN STANLEY

RIA
CRD#: 149777
DALLAS, TX
Past

October 26, 2017 - October 15, 2018

MORGAN STANLEY

BD
CRD#: 149777
DALLAS, TX

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".
TL
TANGLEWOOD LEGACY ADVISORS, LLC
LIFE PRIORITY PLANNING, LLC | TANGLEWOOD LEGACY ADVISORS, LLC

CRD#: 127289 / SEC#: 801-107793

RIA
Registered Investment Advisory firm - (5/18/2016 Approved)
Texas
Registered Investment Advisory firm - (5/23/2016 Terminated)

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.

Highlighted states indicate IAR registrations

IAR
Texas
(6/5/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/15/2024
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 11/25/2017
Uniform Combined State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 2/25/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 10/26/2017
General Securities Representative Examination

Current Firm

TL
TANGLEWOOD LEGACY ADVISORS, LLC
LIFE PRIORITY PLANNING, LLC | TANGLEWOOD LEGACY ADVISORS, LLC

CRD#: 127289 / SEC#: 801-107793

RIA
Registered Investment Advisory firm - (5/18/2016 Approved)
Texas
Registered Investment Advisory firm - (5/23/2016 Terminated)
Loading...

Contact information

Main Address
One Riverway, Suite 1550, Houston, TX 77056
Mailing Address
Phone number
(713) 599-4999
Established
Firm type
Fiscal year end
# of Employees
8

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A (2/2/2025)

Regulatory assets under management

Total Number of Accounts522
AUM (Assets Under Management)$ 562,079,455

Red Flags

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.

Company Information

TANGLEWOOD LEGACY ADVISORS, LLC

CRD#: 127289Houston, TX 77056

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