Magellan Financial Solutions LLC

Magellan Financial Solutions LLC (CRD# 169107) is a financial advisory firm headquartered in Warwick, NY. They manage $26,662,436 in 73 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
13 Oakland Avenue, Warwick, NY 10990
https://www.magellanfinancialsolutions.com/
By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    73
    ACCOUNTS
  • Average Account Value
    $365,239
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at Magellan Financial Solutions LLC
Showing 1 - 1 of 1 top financial advisors.
1
Raul Berina, financial advisor Warwick NY
Raul P. Berina
CRD#: 4194243
13 Oakland Avenue, Warwick, NY 10990

Raul Berina (CRD# 4194243) is an Investment Advisor Representative working at Magellan Financial Solutions LLC in Warwick, NY and has over 22 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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