CA
Cesar N. Adame
FEFA FINANCIAL
Austin, TX
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CRD#: 7852970
CA
Professional summary
Cesar Navarette Adame is a registered financial advisor currently at FEFA FINANCIAL located in Austin, Texas.
Cesar is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2024. Cesar 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.
FEFA Advisors LLC; Insurance Agent; Investment Related; Location: 530 Vance Road Saint Louis MO 63088; Description: FEFA Advisors LLC is an insurance agency. ; Responsibilities duties: Cesar Adame, an insurance agent, faces conflicts of interest but VCI Wealth Management LLC ensures transparency. Start date: 2026-06-30; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 30; Contact person at the organization: Wayne Atkins.
CRS (Client Relationship Summary) - RIA
Click below to view Cesar Navarette Adame'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
January 17, 2024 - Present
FEFA FINANCIAL
RIA
CRD#: 324833
Austin, TX
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".
FF
FEFA FINANCIAL
FEFA ASSET MANAGEMENT LLC D/B/A FEFA FINANCIAL LLC | VCI WEALTH MANAGEMENT LLC | FEFA FINANCIAL LLC | FEFA FINANCIAL
CRD#: 324833 / SEC#: 801-127960
RIA
Registered Investment Advisory firm - (5/11/2023 Approved)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(1/17/2024)
Current Firm
FF
FEFA FINANCIAL
FEFA ASSET MANAGEMENT LLC D/B/A FEFA FINANCIAL LLC | VCI WEALTH MANAGEMENT LLC | FEFA FINANCIAL LLC | FEFA FINANCIAL
CRD#: 324833 / SEC#: 801-127960
RIA
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Contact information
Main Address
530 Vance Road, Saint Louis, MO 63088
Mailing Address
Phone number
(314) 530-0500
Established
Firm type
Fiscal year end
# of Employees
23
SEC notice filing (45 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 3,203 |
| AUM (Assets Under Management) | $ 294,753,665 |
Red Flags
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