Felix S. Betro

BETRO MILESZKO & COMPANY

Foxboro, MA 02035

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Felix Scheller Betro'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

November 14, 2007 - Present

BETRO MILESZKO & COMPANY

Office #1: 30 Mechanic Street, Foxboro, MA 02035

RIA

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".

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Current Firm

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)

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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

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

BETRO | MILESZKO & COMPANY ADV (3/27/2025)

Regulatory assets under management

Total Number of Accounts	322
AUM (Assets Under Management)	$ 133,256,318

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.

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Felix S. Betro

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Felix Scheller Betro's CRS (Customer Relationship Summary).

Certified licenses

Experience

BETRO MILESZKO & COMPANY

Primary Firm SEC Registration

BETRO MILESZKO & COMPANY

State Registrations and Notice Filings

Exams

Current Firm

BETRO MILESZKO & COMPANY

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

BETRO MILESZKO & COMPANY

TRUST BUT VERIFY

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