Oscar
Flores De Valgaz
Legado Wealth Management LLC
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About this Advisor
Oscar Flores De Valgaz is a financial advisor based in New York, New York, working with Legado Wealth Management LLC. Oscar has previously held positions at Forefront Capital Markets, LLC, Forefront Capital Management, LLC, Lebenthal And Co, LLC, Lebenthal Wealth Advisors, LLC, Insight Securities Inc, Ucap Securities LLC, and Ucap Asset Management LLC. Oscar has passed the Series 66 regulatory exam and is registered to provide services in New York and North Carolina. Currently, Oscar is part of Legado Wealth Management LLC, which operates out of New York, New York. The firm has 1 employee and manages assets totaling $16.4 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Legado Wealth Management LLC includes asset-based fees.
Certifications and Registrations
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Legado Wealth Management LLC Brokerage Details
$16,377,057
1
78
$209,962
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Oscar Flores De Valgaz Work History
Ucap Asset Management LLC
Ucap Securities LLC
Insight Securities Inc
Lebenthal And Co, LLC
Lebenthal Wealth Advisors, LLC
Forefront Capital Markets, LLC
Forefront Capital Management, LLC
Disclosures
Please visit the SEC profile of Oscar Flores De Valgaz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Legado Wealth Management LLC
New York, NY
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