Felipe Mancheno Ortiz

OTR GLOBAL

PURCHASE, NY 10577

CRD#: 8121826

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Professional summary

Felipe Mancheno Ortiz, who also goes by Felipe Mancheno-ortiz, is a registered financial advisor currently at OTR GLOBAL LLC located in Purchase, New York.

Felipe is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Felipe has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Felipe Mancheno-Ortiz

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 Felipe Mancheno Ortiz'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®

None

Experience

Current

October 18, 2025 - Present

OTR GLOBAL LLC

Office #1: One Manhattanville Road Suite 105, Purchase, NY 10577

RIA

CRD#: 123809

PURCHASE, 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

California
(10/18/2025)

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: 10/18/2025

Uniform Investment Adviser Law Examination

Current Firm

OTR GLOBAL LLC

OFF THE RECORD RESEARCH LLC | OTR GLOBAL LLC

CRD#: 123809 / SEC#:

California

Registered Investment Advisory firm - (5/6/2003 Approved)

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Contact information

Main Address

One Manhattanville Road Suite 105, Purchase, NY 10577

Mailing Address

Phone number

(914) 908-3994

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

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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Felipe Mancheno Ortiz

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Felipe Mancheno Ortiz's CRS (Customer Relationship Summary).

Certified licenses

Experience

OTR GLOBAL LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 10/18/2025

Current Firm

OTR GLOBAL LLC

Contact information

Documents

Red Flags

Company Information

OTR GLOBAL LLC

TRUST BUT VERIFY

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