Unclaimed Profile

Andrew Todd Gardener

TANGLEWOOD LEGACY ADVISORS, LLC·HOUSTON, Texas

SIE, Series 7, Series 8, Series 31, Series 63, Series 65CFPClean record42 years registeredTANGLEWOOD LEGACY ADVISORS, LLC

ONE RIVERWAY, SUITE 1550, HOUSTON, TX 77056CRD# 1172071Firm CRD# 127289

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Todd Gardener · HOUSTON, TX

Registration

CRD #1172071 · TANGLEWOOD LEGACY ADVISORS, LLC · 42 years registered

Brand Profile

Not yet started

Career History

TANGLEWOOD LEGACY ADVISORS, LLC

Sep 2003 – present

LPL FINANCIAL LLC

May 2003 – Sep 2016

HOUSTON, TX

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Oct 1983 – May 2003

HOUSTON, TX

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 31

Series 63

Series 65

Registration record

First registered · October 18, 1983

Years registered · 42

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

TANGLEWOOD LEGACY ADVISORS, LLC

CRD 127289 · SEC 801-107793

AUM

$464M

Regulatory assets under management

Employees

156 client accounts

Services offered by TANGLEWOOD LEGACY ADVISORS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at TANGLEWOOD LEGACY ADVISORS, LLC →

Introduction

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Frequently Asked Questions

What services does Andrew Todd Gardener offer?

Andrew Todd Gardener specializes in Financial Planning, Investment Management. Contact their office in HOUSTON, Texas for a consultation.

What are Andrew Todd Gardener's credentials?

Andrew Todd Gardener holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Andrew Todd Gardener located?

Andrew Todd Gardener is based in HOUSTON, Texas, working with TANGLEWOOD LEGACY ADVISORS, LLC. Their office serves clients in the HOUSTON metropolitan area and surrounding communities.

How does Andrew Todd Gardener charge for services?

Andrew Todd Gardener'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 TANGLEWOOD LEGACY ADVISORS, LLC?

TANGLEWOOD LEGACY ADVISORS, LLC has approximately 8 employees and manages $464M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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