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Raul Peter Berina

MAGELLAN FINANCIAL SOLUTIONS LLC·WARWICK, New York
Clean recordMAGELLAN 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Raul Peter Berina is a registered financial advisor based in WARWICK, New York, affiliated with MAGELLAN FINANCIAL SOLUTIONS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
MAGELLAN FINANCIAL SOLUTIONS LLC
MAGELLAN FINANCIAL SOLUTIONS LLC
AUM
$27M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at MAGELLAN FINANCIAL SOLUTIONS LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4194243
Firm CRD# 169107
View on FINRA BrokerCheck →

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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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