Benjamin Felicelli, financial advisor Toms River NJ
83 score

Benjamin Felicelli

CRD Number: 3156010
Current Firm: Axa Advisors, LLC

Benjamin Felicelli (CRD# 3156010) is an Investment Advisor Representative working at Axa Advisors, LLC in Toms River, NJ and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Axa Advisors, LLC New York, NY Oct 2009 - Current 7
Morgan Stanley Smith Barney Toms River, NJ Jun 2009 - Oct 2009 < 1
Citigroup Global Markets Inc. Lakewood, NJ Sep 1998 - Oct 2009 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S66 NASAA Uniform Combined State Law Examination Dec 2009
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Customer Dispute
Get Details on the FINRA Advisor Check site
Contact Info for Benjamin A. Felicelli
Phone Number: 212-314-4600
Firm Website: http://axa.us.com
Registered State(s):
  • AZ
  • KY
  • NJ
  • NC
  • SC
  • VA
  • TX
  • CA
  • CO
  • CT
  • DE
  • FL
  • GA
  • ME
  • MD
  • NV
  • OH
  • PA
By the Numbers
  • Total Assets Under Management
    9,867
    MILLIONS
  • Total Number of Accounts
    40,093
    ACCOUNTS
  • Average Account Value
    $246,096
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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
83

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