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Felix S. Betro
BETRO MILESZKO & COMPANY
Foxboro, MA 02035
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CRD#: 5419788
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Professional summary
Felix Scheller Betro is a registered financial advisor currently at BETRO MILESZKO & COMPANY located in Foxboro, Massachusetts.
Felix is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Felix has worked at 1 firm .
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.
BETRO AND COMPANY, P.C.; NOT INVESTMENT RELATED; 30 MECHANIC STREET, FOXBORO, MA 02035; CERTIFIED PUBLIC ACCOUNTING FIRM; PRESIDENT; 12/1/1976; 100 HOURS/MONTH; 60 HOURS/MONTH DURING TRADING HOURS; CERTIFIED PUBLIC ACCOUNTANT AND CERTIFIED VALUATION ANALYST.
LAW OFFICES OF FELIX S. BETRO; NOT INVESTMENT RELATED; 30 MECHANIC STREET, FOXBORO, MA 02035; LAW OFFICE; SOLE PRACTITIONER; 6/18/2002; 60 HOURS/MONTH; 36 HOURS/MONTH DURING TRADING HOURS; ESTATE PLANNING AND COMMERCIAL LAW.
CRS (Client Relationship Summary) - RIA
Click below to view Felix Scheller Betro's 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®
NoneExperience
Current
November 14, 2007 - Present
BETRO MILESZKO & COMPANY
Office #1: 30 Mechanic Street, Foxboro, MA 02035RIA
CRD#: 145184
Foxboro, MA
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".
BM
BETRO MILESZKO & COMPANY
BETRO MILESZKO & COMPANY | BETRO MILESZKO & COMPANY, LLC
CRD#: 145184 / SEC#: 801-120782
RIA
Registered Investment Advisory firm - (4/12/2021 Approved)Massachusetts
Registered Investment Advisory firm - (6/30/2021 Terminated)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
Massachusetts(11/14/2007)
Exams
Current Firm
BM
BETRO MILESZKO & COMPANY
BETRO MILESZKO & COMPANY | BETRO MILESZKO & COMPANY, LLC
CRD#: 145184 / SEC#: 801-120782
RIA
Registered Investment Advisory firm - (4/12/2021 Approved)Massachusetts
Registered Investment Advisory firm - (6/30/2021 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
30 Mechanic Street, Foxboro, MA 02035
Mailing Address
Phone number
(508) 698-4949
Established
Firm type
Fiscal year end
# of Employees
2
SEC notice filing (1 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 322 |
| AUM (Assets Under Management) | $ 133,256,318 |
Red Flags
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