Investment adviser representative · Anora Wealth
Thao T. Truong
CRD 7247090 · San Marcos, CA
At a glance
Thao T. Truong is an investment adviser representative with Anora Wealth in San Marcos, CA, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Thao’s SEC record dates to 2020, about 6 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Anora WealthSince August 2025San Marcos, CA · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2020 (6 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Thao’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
- 2 firmsLocked
- 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
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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.