Filip Telibasa

BENZINA WEALTH

SARASOTA, FL

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CRD#: 5695294

Professional summary

Filip Telibasa, CFP®, who also goes by Filip Alexandru Telibasa, is a registered financial advisor currently at BENZINA WEALTH, LLC located in Sarasota, Florida.

Filip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Filip has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Filip Alexandru Telibasa

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.

Filip Telibasa is hired as a 1099 consultant for up to 20 hours per week at Uprise - an advice only financial planning firm.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Filip Telibasa'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®

CFP^®

Certified Financial Planner

Start date: 2017

Experience

Current

November 7, 2024 - Present

BENZINA WEALTH, LLC

RIA

CRD#: 333070

SARASOTA, FL

Past

November 23, 2020 - October 22, 2024

FACET

RIA

CRD#: 285961

Sarasota, FL

Past

January 7, 2019 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

RIA

CRD#: 20472

NEW YORK, NY

Past

January 4, 2019 - November 13, 2020

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

CRD#: 20472

NEW YORK, NY

Past

February 11, 2016 - December 10, 2018

UBS FINANCIAL SERVICES INC.

CRD#: 8174

MELVILLE, NY

Past

October 1, 2012 - January 21, 2016

J.P. MORGAN SECURITIES LLC

CRD#: 79

ISLIP, NY

Past

July 26, 2010 - October 1, 2012

CHASE INVESTMENT SERVICES CORP.

CRD#: 25574

DIX HILLS, NY

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
(11/7/2024)

IAR

Texas
(12/20/2024)

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

State Security Law Exam

IAR

Series 65

Date: 12/20/2016

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 8/20/2010

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/17/2022

General Securities Representative Examination

General Industry/Product Exam

Series 6TO

Date: 12/17/2022

Investment Company Products/Variable Contracts Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 4/12/2016

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 7/23/2010

Investment Company Products/Variable Contracts Representative Examination

Current Firm

BENZINA WEALTH, LLC

CRD#: 333070 / SEC#:

Florida

Registered Investment Advisory firm - (11/7/2024 Approved)

Texas

Registered Investment Advisory firm - (12/19/2024 Conditional Restricted)

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Contact information

Main Address

Sarasota, FL

Mailing Address

Phone number

(727) 354-4022

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	16
AUM (Assets Under Management)	$ 748,368

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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Advisor Monitoring

Firm Stability Insights

Filip Telibasa

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Filip Telibasa's CRS (Customer Relationship Summary).

Certified licenses

Experience

FACET

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC

UBS FINANCIAL SERVICES INC.

J.P. MORGAN SECURITIES LLC

CHASE INVESTMENT SERVICES CORP.

State Registrations and Notice Filings

Exams

Series 65

Date: 12/20/2016

Series 63

Date: 8/20/2010

Series 7TO

Date: 12/17/2022

Series 6TO

Date: 12/17/2022

SIE

Date: 10/1/2018

Series 7

Date: 4/12/2016

Series 6

Date: 7/23/2010

Current Firm

BENZINA WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

BENZINA WEALTH, LLC

TRUST BUT VERIFY

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