Francisco Anguita Veliz, financial advisor Alexandria VA
93 score

Francisco Anguita Veliz

CRD Number: 5347430
Current Firm: Amauta Financial

Francisco Anguita Veliz (CRD# 5347430) is an Investment Advisor Representative working at Amauta Financial in Alexandria, VA and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial LLC Washington, DC Oct 2015 - Current 2
Amauta LLC Washington, DC Sep 2015 - Current 2
Citigroup Global Markets Inc. Washington, DC Jun 2007 - Current 10
Morgan Stanley Private Bank, National Association New York, NY Jan 2015 - Oct 2015 < 1
Morgan Stanley Smith Barney Washington, DC Jun 2009 - Oct 2015 6
Ubs Washington, DC May 2007 - Jun 2007 < 1
Unemployed Alexandria, VA Dec 2006 - May 2007 < 1
School Washington, DC Sep 2002 - Dec 2006 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2009
Contact Info for Francisco Anguita Veliz
Phone Number: 2027534773
Registered State(s):
  • DC
  • MD
  • VA
Current Firm Details
Amauta Financial
Firm's CRD Number: 281419
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States


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