Alfredo M. Felicella
Professional summary
Alfredo Madden Felicella, who also goes by Alfredo Paolo Felicella, is a registered financial advisor currently at CYPRESS LANE ADVISORS located in Galveston, Texas.
Alfredo is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Alfredo has worked at 2 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Alfredo Madden Felicella's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 17, 2023 - Present
CYPRESS LANE ADVISORS
January 27, 2006 - April 30, 2007
THE SEIDLER COMPANIES INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/17/2023)
Exams
Current Firm
CYPRESS LANE ADVISORS
CRD#: 325688 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 16 |
| AUM (Assets Under Management) | $ 5,452,179 |
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.
