Ethan De NarayCRD Number: 4571532
Current Firm: Feltl Advisors
Ethan De Naray (CRD# 4571532) is an Investment Advisor Representative working at Feltl Advisors in Minnetonka, MN and has over 15 years of experience in the finance industry.
Brown Wealth Management, LLC
Phillip James Financial Company
Allodium Investment Consultants, LLC
|Feltl And Company||Wayzata, MN||Jul 2017 - Current||< 1|
|Bank Of America, N.a.||Minneapolis, MN||Apr 2010 - May 2017||7|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Minneapolis, MN||Jan 2008 - May 2017||9|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2002|
|S65||NASAA Investment Advisors Law Examination||Oct 2002|
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:
- Employer Dispute
- Customer Dispute
Total Assets Under Management110MILLIONS
Total Number of Accounts562ACCOUNTS
Average Account Value$196,576
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AL, AZ, CA, FL, GA, IA, IL, IN, KS, MA, MN, MO, NC, ND, NV, NY, OH, OR, PA, TN, TX, UT, VA, WA, WI
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