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Felix M. Segura

ALTHUM ADVISORS LLC
Miami, FL 33131
Some features on this profile are disabled
CRD#: 4575313
FS

Professional summary

Felix Miguel Segura is a registered financial advisor currently at ALTHUM ADVISORS LLC located in Miami, Florida.

Felix is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Felix has worked at 5 firms and has passed the Series 65, Series 63, Series 66, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
NAME OF THE OTHER BUSINESS: LXG MFO S.A.C. THIS COMPANY WAS ESTABLISHED IN PERU IN PERU IN 2015 AND IT PROVIDES INVESTMENT CONSULTING SERVICES. I AM A MINORITY SHAREHOLDER AND LEGAL REPRESENTATIVE SINCE 2015. THE ADDRESS IS AV. PARDO Y ALIAGA 675, OF 602, SAN ISIDRO, LIMA PERU.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Felix Miguel Segura's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

April 22, 2022 - Present

ALTHUM ADVISORS LLC

Office #1: 1441 Brickell Av. Suite 1016, Miami, FL 33131
RIA
CRD#: 315952
Miami, FL
Past

April 22, 2022 - December 31, 2024

ALTHUM ADVISORS LLC

RIA
CRD#: 315952
MIAMI, FL
Past

June 11, 2010 - June 1, 2015

CREDIT SUISSE SECURITIES (USA) LLC

RIA
CRD#: 816
SAN ISIDRO,
Past

April 9, 2010 - June 1, 2015

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
MIAMI, FL
Past

October 1, 2008 - April 16, 2010

J.P. MORGAN SECURITIES LLC

BD
CRD#: 79
MIAMI, FL
Past

February 5, 2008 - October 1, 2008

J.P. MORGAN SECURITIES INC.

BD
CRD#: 18718
MIAMI, FL
Past

January 17, 2003 - September 8, 2003

CREDIT SUISSE SECURITIES (USA) LLC

RIA
CRD#: 816
MIAMI, FL
Past

January 17, 2003 - September 8, 2003

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
NEW YORK, NY
Past

December 16, 2002 - January 17, 2003

PERSHING LLC

RIA
CRD#: 7560
MIAMI, FL
Past

October 7, 2002 - January 17, 2003

PERSHING LLC

BD
CRD#: 7560
JERSEY CITY, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AA
ALTHUM ADVISORS LLC
ALTHUM | LXG WEALTH ADVISORY LLC | LXG MULTI FAMILY OFFICE | LXG FAMILY OFFICE | ALTHUM FAMILY OFFICE | ALTHUM ADVISORS LLC | ALTHUM ADVISORS

CRD#: 315952 / SEC#: 801-122529

RIA
Registered Investment Advisory firm - (10/22/2021 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Florida
(4/22/2022)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/11/2022
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 8/6/2007
Uniform Securities Agent State Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 11/2/2002
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 6/1/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 2/4/2008
General Securities Representative Examination

Current Firm

AA
ALTHUM ADVISORS LLC
ALTHUM | LXG WEALTH ADVISORY LLC | LXG MULTI FAMILY OFFICE | LXG FAMILY OFFICE | ALTHUM FAMILY OFFICE | ALTHUM ADVISORS LLC | ALTHUM ADVISORS

CRD#: 315952 / SEC#: 801-122529

RIA
Registered Investment Advisory firm - (10/22/2021 Approved)
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Contact information

Main Address
1441 Brickell Av. Suite 1016, Miami, FL 33131
Mailing Address
Phone number
+1 (305) 456-7645
Established
Firm type
Fiscal year end
# of Employees
14

SEC notice filing (1 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ALTHUM ADVISORS BROCHURE (6/6/2025)

Regulatory assets under management

Total Number of Accounts71
AUM (Assets Under Management)$ 1,635,087,804

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ALTHUM ADVISORS LLC

CRD#: 315952Miami, FL 33131

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