Angelica Lynn Orozco

Employer firm

Spire Wealth Management, LLC CRD 113908

$4.51B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• INSURANCE, RETIREMENT & ESTATE PLANNING, DIVORCE PLANNING

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

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

Current Employers

Employment History

• 12/2012 → 08/2019
  Merrill Lynch, Pierce, Fenner, & Smith Incorporated
  Aiken, SC
• 12/2017 → 08/2019
  Bank Of America, N.A.
  Aiken, SC
• 10/2019 → Present
  Morgan Stanely
  Augusta, GA

Previous Registrations

• 2019-10-31 → 2022-01-28
  Morgan Stanley
  Atlanta, GA
  Augusta, GA
• 2014-12-16 → 2019-08-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Augusta, GA
  Aiken, SC
  Augusta, GA
  Aiken, SC
  Charleston, SC
  North Augusta, SC
  Aiken, SC
  Augusta, GA
  Evans, GA

Exams

• S66 Uniform Combined State Law Examination
  2014-12-13
• S63 Uniform Securities Agent State Law Examination
  2014-09-20

Other Names

• Angelica Lynn Orozco
• Angelica L Orozco