Felitsa KapsasCRD Number: 4433260
Current Firm: Forbes Family Trust, Lgl Partners, Llc (relying Adviser)
Felitsa Kapsas (CRD# 4433260) is an Investment Advisor Representative working at Forbes Family Trust, Lgl Partners, Llc (relying Adviser) in West Conshohocken, PA and has over 8 years of experience in the finance industry.
Clothier Springs Capital Management, LLC
Cypress Financial Planning
Academy Wealth Advisers, LLC
|Cv Brokerage Inc.||West Conshohocken, PA||Nov 2012 - Current||5|
|Fft Wealth Management LLC||West Conshohocken, PA||Jul 2011 - Current||6|
|Lgl Partners||Conshohocken, PA||Dec 2010 - Current||7|
|Morgan Stanley Smith Barney||Boca Raton, FL||Jun 2009 - Nov 2010||1|
|Morgan Stanley & Company Incorporated||Boca Raton, FL||Mar 2008 - Nov 2010||2|
|Citigroup Global Markets Inc.||Boca Raton, FL||Sep 2006 - Mar 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2009|
Total Assets Under Management2,232MILLIONS
Total Number of Accounts25ACCOUNTS
Average Account Value$89,260,377
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, NY, PA
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