Felix
Fuertes
Aegis Capital Corp
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About this Advisor
Felix Fuertes is a financial advisor based in New York, New York, working with Aegis Capital Corp. Felix has previously held positions at Bolton Global Capital, Bolton Securities Corporation, Northeast Securities Inc, and Aegis Capital Corp. Felix has passed the Series 66 regulatory exam and is registered to provide services in Florida. Currently, Felix is part of Aegis Capital Corp, which operates out of New York, New York. The firm has 20 offices and 257 employees. The firm manages assets totaling $1.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for institutional clients. The fee structure at Aegis Capital Corp includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Aegis Capital Corp Brokerage Details
$1,282,090,691
257
2,479
$517,181
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Felix Fuertes Work History
Aegis Capital Corp
Northeast Securities Inc
Bolton Global Capital
Bolton Securities Corporation
Disclosures
Please visit the SEC profile of Felix Fuertes to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Aegis Capital Corp
New York, NY
Northbrook, IL
New York, NY
Hillsdale, NJ
Lighthouse Point, FL
Westport, CT
New York, NY
New York, NY
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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