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Raul Peter Berina

MAGELLAN FINANCIAL SOLUTIONS LLC·WARWICK, New York
Series 7, Series 63, Series 65Clean record5 years registeredMAGELLAN FINANCIAL SOLUTIONS LLC
13 OAKLAND AVENUE, WARWICK, NY 10990CRD# 4194243Firm CRD# 169107

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Raul Peter Berina · WARWICK, NY
Registration
CRD #4194243 · MAGELLAN FINANCIAL SOLUTIONS LLC · 5 years registered
Brand Profile
Not yet started
01

Career History

FARTHER
Jun 2026 – present
MAGELLAN FINANCIAL SOLUTIONS LLC
Apr 2021 – present
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · April 8, 2021
Years registered · 5
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
MAGELLAN FINANCIAL SOLUTIONS LLC
CRD 169107 · SEC 801-129921
AUM
$27M
Regulatory assets under management
Employees
1
73 client accounts
Services offered by MAGELLAN FINANCIAL SOLUTIONS LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MAGELLAN FINANCIAL SOLUTIONS LLC →
Introduction

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05

Frequently Asked Questions

What services does Raul Peter Berina offer?
Raul Peter Berina specializes in Financial Planning, Investment Management. Contact their office in WARWICK, New York for a consultation.
What are Raul Peter Berina's credentials?
Raul Peter Berina is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Raul Peter Berina located?
Raul Peter Berina is based in WARWICK, New York, working with MAGELLAN FINANCIAL SOLUTIONS LLC. Their office serves clients in the WARWICK metropolitan area and surrounding communities.
How does Raul Peter Berina charge for services?
Raul Peter Berina's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MAGELLAN FINANCIAL SOLUTIONS LLC?
MAGELLAN FINANCIAL SOLUTIONS LLC has approximately 1 employees and manages $27M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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