Consuelo Elizabeth Webb

Employer firm

Mari Legacy Group, LLC CRD 325087

$29.9M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2015 → 06/2021
  Morgan Stanley
  Westlake Village, CA
• 09/2021 → Present
  The Forum Group, Llc
  Las Vegas, NV
• 03/2023 → Present
  Mari Legacy Group, Llc
  Calabasas, CA

Other Businesses

1. CONNIE WEBB; NON INVESTMENT-RELATED; BOOKKEEPING; BOOKKEEPER; SEPT 2021; 30 HOURS; 1 TRADING HOUR; MAINTAIN FINANCIAL ENTRIES AND RECONCILIATIONS WITH NON-CLIENTS OF MARI LEGACY GROUP LLC 2. COMPASS CHRISTIAN ACADEMY; NON INVESTMENT-RELATED; 15950 CHATSWORTH ST. GRANADA HILLS, CA 91344; PRIVATE SCHOOL; BOARD TREASURER; FEB 2023; 5 HOURS; 1 TRADING HOUR; CREATE OPERATING BUDGET FOR OVERALL OPERATIONS AND SPECIFIC PROGRAMS AS NEEDED 3. THE FORUM GROUP LLC; NON INVESTMENT RELATED. 7582 LAS VEGAS BLVD S # 187 LAS VEGAS NV 89123-1009; CONSULTING COMPANY AND HOLDING COMPANY; INDEPENDENT CONTRACTOR SINCE 09/2024 CHIEF FINACIAL OFFICER SINCE 03/2025; 30 HOURS PER MONTH; 30 HOURS PER MONTH DURING SECURITIES TRADING HOURS; DUTIES INCLUDE FINANCIAL ANAYLYSIS, CASH FLOW MANAGEMENT, STRATEGIC PLANNING, BUDGETING, AND BOOKKEEPING FOR THE FORUM GROUP LLC AND ITS SUBSIDIARY ENTITES.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-12-30

Other Names

• Connie Elizabeth Cardenas
• Consuelo E Cardenas
• Consuelo Elizabeth Cardenas
• Connie E Webb