FM
Felipe D. Mardakis
PROXY WEALTH ADVISORS LLC
Orlando, FL
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CRD#: 7744484
FM
Professional summary
Felipe Demetre Mardakis is a registered financial advisor currently at PROXY WEALTH ADVISORS LLC located in Orlando, Florida.
Felipe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Felipe has worked at 1 firm and has passed the Series 65 exam.
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.
1) Mestral Advisors - not investment-related - Orlando, FL - business and management consulting - CEO / Founder - 01/2024 - 100 - 100 - provide business advisoryconsulting. 2) Okkla Realty - not investment-related - Orlando, FL - real estate brokerage - real estate agent - 052024 - 10 - 0.
CRS (Client Relationship Summary) - RIA
Click below to view Felipe Demetre Mardakis'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
October 18, 2024 - Present
PROXY WEALTH ADVISORS LLC
RIA
CRD#: 298080
Orlando, FL
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".
PW
PROXY WEALTH ADVISORS LLC
BLUEMANTLE INVESTMENTS & WEALTH MANAGEMENT LLC | PROXY WEALTH ADVISORS LLC | PROXY FINANCIAL | GUARDIAN GLOBAL INVESTMENTS LLC | CONTINENTAL BROKERS USA
CRD#: 298080 / SEC#: 801-128321
RIA
Registered Investment Advisory firm - (7/10/2023 Approved)California
Registered Investment Advisory firm - (8/10/2023 Terminated)Florida
Registered Investment Advisory firm - (7/11/2023 Terminated)Louisiana
Registered Investment Advisory firm - (7/13/2023 Terminated)New Hampshire
Registered Investment Advisory firm - (7/12/2023 Terminated)New Jersey
Registered Investment Advisory firm - (7/11/2023 Terminated)New York
Registered Investment Advisory firm - (7/11/2023 Terminated)Texas
Registered Investment Advisory firm - (7/11/2023 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
Florida(10/18/2024)
Current Firm
PW
PROXY WEALTH ADVISORS LLC
BLUEMANTLE INVESTMENTS & WEALTH MANAGEMENT LLC | PROXY WEALTH ADVISORS LLC | PROXY FINANCIAL | GUARDIAN GLOBAL INVESTMENTS LLC | CONTINENTAL BROKERS USA
CRD#: 298080 / SEC#: 801-128321
RIA
Registered Investment Advisory firm - (7/10/2023 Approved)California
Registered Investment Advisory firm - (8/10/2023 Terminated)Florida
Registered Investment Advisory firm - (7/11/2023 Terminated)Louisiana
Registered Investment Advisory firm - (7/13/2023 Terminated)New Hampshire
Registered Investment Advisory firm - (7/12/2023 Terminated)New Jersey
Registered Investment Advisory firm - (7/11/2023 Terminated)New York
Registered Investment Advisory firm - (7/11/2023 Terminated)Texas
Registered Investment Advisory firm - (7/11/2023 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
9100 Conroy Windermere Rd. Suite 217, Windermere, FL 34786
Mailing Address
Phone number
(646) 289-5075
Established
Firm type
Fiscal year end
# of Employees
25
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 700 |
| AUM (Assets Under Management) | $ 90,035,000 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
