Filipe Delvaux
Professional summary
Filipe Delvaux, who also goes by Filipe Delvaux Brum De Oliveira, is a registered financial advisor currently at DELVAUX WEALTH MANAGEMENT located in Brighton, Colorado.
Filipe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Filipe has worked at 5 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Filipe Delvaux's CRS (Customer Relationship Summary).
Certified licenses
Experience
June 16, 2025 - Present
DELVAUX WEALTH MANAGEMENT
March 19, 2024 - March 7, 2025
ATHOS PRIVATE WEALTH LLC
May 15, 2020 - February 14, 2024
CHARLES SCHWAB & CO., INC.
May 13, 2020 - February 14, 2024
CHARLES SCHWAB & CO., INC.
May 17, 2017 - May 28, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
April 13, 2017 - May 28, 2019
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
August 10, 2015 - March 31, 2017
J.P. MORGAN SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(6/16/2025)
Exams
Current Firm
DELVAUX WEALTH MANAGEMENT
CRD#: 336199 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 1,098,277 |
Red Flags
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