Investment adviser representative · Avier Wealth Advisors
Marisol B. Fung
CRD 2663088 · Chandler, AZ
At a glance
Marisol B. Fung is an investment adviser representative with Avier Wealth Advisors in Chandler, AZ, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Marisol’s SEC record dates to 2015, about 11 years ago.
Current advisory firm
- Avier Wealth AdvisorsSince May 2022Chandler, AZ · $1.2B in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- None on file
- Exams
- Series 63, Series 65
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Marisol’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 1 firmLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Avier Wealth Advisors
- Kaitlynn A. BurnettAustin · Certified Financial Planner
- Alexander J. CastanedaBellevue
- Raphael Luis C. De OcampoBellevue · Certified Financial Planner
- Courtney S. GehrmannBellevue · Certified Financial Planner
- Saloni GuptaBellevue · Certified Financial Planner
- Alexander O. KriderWest Linn · Certified Financial Planner
- John P. OssewardBellevue · Chartered Financial Analyst
- Lars L. PhillipsBellevue · Certified Financial Planner, Chartered Financial Analyst
Every advisor at Avier Wealth Advisors →Avier Wealth Advisors: assets, clients and custodians →Financial advisors in Chandler, AZ →Advisor Moves: who changed firms this week →