Felipe Arratia, financial advisor Minneapolis MN
93 score

Felipe Arratia

CRD Number: 3165212
Current Firm: Capital Insight Partners, LLC

Felipe Arratia (CRD# 3165212) is an Investment Advisor Representative working at Capital Insight Partners, LLC in Minneapolis, MN and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Capital Insight Partners LLC Minneapolis, MN Oct 2014 - Current 2
Unemployed New York, NY Jan 2014 - Oct 2014 < 1
Morgan Stanley New York, NY Jun 2011 - Jan 2014 2
Citigroup New York, NY Apr 2010 - May 2011 1
Unemployed Minneapolis, MN Jan 2009 - Apr 2010 1
Black River Asset Management Minnetonka, MN Jul 2007 - Dec 2008 1
The Wharton School, University Of Pennsylvania Philadelphia, PA Aug 2005 - May 2007 1
Davidson Kempner Capital Management London, Jun 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
S63 Uniform Securities State Law Examination May 2010
Contact Info for Felipe A. Arratia
Phone Number: 480-295-7070
Registered State(s):
  • MN
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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