Felipe ArratiaCRD Number: 3165212
Current Firm: Capital Insight Partners, LLC
Felipe Arratia (CRD# 3165212) is an Investment Advisor Representative working at Capital Insight Partners, LLC in Durham, NC and has over 7 years of experience in the finance industry.
Sycamore Financial Planning, LLC
Portfolio Medics, LLC
Mml Investors Services, LLC
|Capital Insight Partners LLC||Minneapolis, MN||Oct 2014 - Current||3|
|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|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
|S63||Uniform Securities State Law Examination||May 2010|
Total Assets Under Management374MILLIONS
Total Number of Accounts661ACCOUNTS
Average Account Value$565,076
- A percentage of assets under your management
- Hourly charges
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
AZ, CA, CO, HI, MN, NV, TX, UT
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