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Consuelo Elizabeth Webb

MARI LEGACY GROUP, LLC·CALABASAS, California
SIE, Series 7, Series 65Clean record3 years registeredMARI LEGACY GROUP, LLC
4500 PARK GRANADA, CALABASAS, CA 91302CRD# 4203954Firm CRD# 325087

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Consuelo Elizabeth Webb · CALABASAS, CA
Registration
CRD #4203954 · MARI LEGACY GROUP, LLC · 3 years registered
Brand Profile
Not yet started
01

Career History

MARI LEGACY GROUP, LLC
Mar 2023 – present
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 65
Registration record
First registered · March 2, 2023
Years registered · 3
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MARI LEGACY GROUP, LLC
CRD 325087 · SEC 801-127400
AUM
$8M
Regulatory assets under management
Employees
1
15 client accounts
Services offered by MARI LEGACY GROUP, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MARI LEGACY GROUP, LLC →
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Frequently Asked Questions

What services does Consuelo Elizabeth Webb offer?
Consuelo Elizabeth Webb specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CALABASAS, California for a consultation.
What are Consuelo Elizabeth Webb's credentials?
Consuelo Elizabeth Webb is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Consuelo Elizabeth Webb located?
Consuelo Elizabeth Webb is based in CALABASAS, California, working with MARI LEGACY GROUP, LLC. Their office serves clients in the CALABASAS metropolitan area and surrounding communities.
How does Consuelo Elizabeth Webb charge for services?
Consuelo Elizabeth Webb's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MARI LEGACY GROUP, LLC?
MARI LEGACY GROUP, LLC has approximately 1 employees and manages $8M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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