Feliks Reytblat
Feliks Reytblat is a registered investment advisor at LPL Financial LLC, based in Pasadena, CA, with 23 years of industry experience. Feliks is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
Location
16 N Marengo Ave Ste 409, Pasadena, CA, 91101-6111
Get directionsHistory
Regulatory History (1)
Customer Dispute
November 2008Other Business ActivitiesSells Insurance
Feliks has been involved in tax preparation, accounting, and CPA services since 2002, dedicating about 10-20% of his time. He also sells non-variable insurance through various carriers since 2001.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Waddell & ReedBroker
Waddell & Reed
MML Investors Services, INC.
MML Investors Services, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
Mony Securities CorporationBroker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Mony Securities CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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