Joselyn Pfeil

SKYBOUND WEALTH USA

Dubai, 00000

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CRD#: 7183710

Professional summary

Joselyn Pfeil, who also goes by Joselyn M Carreras, Joselyn Michelle Carreras, Joselyn Carreras, Joselyn Michelle Carreras Hall, Joselyn Carreras Hall, Joselyn Michelle Carreras Hall, Joselyn C Hall, Joselyn M Hall, Joselyn Hall, is a registered financial advisor currently at SKYBOUND WEALTH USA .

Joselyn is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Joselyn has worked at 2 firms and has passed the Series 66, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

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 Joselyn Pfeil'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

February 4, 2026 - Present

SKYBOUND WEALTH USA

Office #1: Mazaya Business Avenue Bb1, Dubai 00000

RIA

CRD#: 313358

Dubai,

Past

January 8, 2020 - January 7, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CINCINNATI, OH

Past

December 4, 2019 - January 7, 2026

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CINCINNATI, OH

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".

SKYBOUND WEALTH USA

SKYBOUND WEALTH MANAGEMENT USA | SKYBOUND WEALTH USA | SKYBOUND WEALTH MANAGEMENT USA, LLC

CRD#: 313358 / SEC#: 801-121157

RIA

Registered Investment Advisory firm - (5/6/2021 Approved)

Ohio

Registered Investment Advisory firm - (5/30/2023 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

Texas
(2/4/2026)

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 66

Date: 1/6/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/4/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 11/4/2019

Securities Industry Essentials Examination

Current Firm

SKYBOUND WEALTH USA

SKYBOUND WEALTH MANAGEMENT USA | SKYBOUND WEALTH USA | SKYBOUND WEALTH MANAGEMENT USA, LLC

CRD#: 313358 / SEC#: 801-121157

RIA

Registered Investment Advisory firm - (5/6/2021 Approved)

Ohio

Registered Investment Advisory firm - (5/30/2023 Terminated)

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Contact information

Main Address

2700 Post Oak Boulevard 21st Floor, Houston, TX 77056

Mailing Address

Phone number

+1 (346) 845-0001

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (14 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV PART 2A - ANNUAL UPDATE 2023 (12/23/2025)

Regulatory assets under management

Total Number of Accounts	310
AUM (Assets Under Management)	$ 160,577,958

Red Flags

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Firm Stability Insights

Joselyn Pfeil

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Joselyn Pfeil's CRS (Customer Relationship Summary).

Certified licenses

Experience

SKYBOUND WEALTH USA

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

SKYBOUND WEALTH USA

State Registrations and Notice Filings

Exams

Series 66

Date: 1/6/2020

Series 7TO

Date: 12/4/2019

SIE

Date: 11/4/2019

Current Firm

SKYBOUND WEALTH USA

Contact information

SEC notice filing (14 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

SKYBOUND WEALTH USA

TRUST BUT VERIFY

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