Angelo Ochoa has been an investment adviser representative at Disciplined Investors since July 2020, and is not listed among the firm’s executive officers or direct owners. Angelo Ochoa holds a BBA in Management from Tarleton State University.
Disciplined Investors, L.L.C. is a Waco, TX firm with $942M under management, 528 clients and 8 advisers in one office, as of its March 2026 filing.
Angelo Ochoa is Investment Advisor of Disciplined Investors, based in Waco. He joined the team in the summer of 2019. Earlier he worked at Central National Bank as a commercial vault teller and then a personal banker, and from the fall of 2010 he taught business and finance in Waco, where he also oversaw the school's volunteer income tax assistance (VITA) program.
- – present · 6 yearsWaco, TX · Adviser representative · Firm CRD 114614
Investment adviser representative registrations
Angelo Ochoa is registered as an investment adviser representative in Texas, since July 2020.
- TexasSince 9 July 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 9 July 2020 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 7197424
- Firm
- Disciplined Investors · CRD 114614
- Office
- 100 NORTH 6TH STREET, SUITE 500, Waco, TX 76701
- Registration
- Investment adviser registration
- In the industry since
- July 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- dinvestors.com
Where does Angelo Ochoa work?
Angelo Ochoa is an investment adviser representative registered through Disciplined Investors, L.L.C. since July 2020, and is not listed among the firm’s executive officers or direct owners.
Is Angelo Ochoa a financial advisor?
Yes. Angelo Ochoa has a current investment-adviser registration in Texas, through Disciplined Investors since July 2020.
How many years of experience does Angelo Ochoa have?
Angelo Ochoa has 6 years in the financial industry, since July 2020, across 1 adviser firm.
What exams has Angelo Ochoa passed?
Angelo Ochoa passed the Series 65 in July 2020.
Where is Angelo Ochoa based?
Angelo Ochoa’s registered office is in Waco, TX.
Is Angelo Ochoa registered with FINRA?
No. Angelo Ochoa has no current broker registration.
How can I verify Angelo Ochoa’s record?
Search CRD 7197424 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Angelo Ochoa’s full registration record.
