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Ethan De Naray

23 Years of Experience
3 DisclosuresBroker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
385 clients
Average Client Portfolio
$344K average
Assets Under Management
$132.4M

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only
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Location

One Carlson Parkway North, Suite 225, Plymouth, MN, 55447

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History

Regulatory History (3)
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Regulatory
August 2018
Final
Employment Separation After Allegations
May 2017
Customer Dispute
February 2017
Settled
Other Business Activities

Ethan owns 100% of Polar Star LLC, which owns a commercial building in Garfield Heights, OH. He dedicates minimal time to this activity, as he hired a management company for day-to-day operations.

Employment History
Current Registrations
Feltl Advisors
July 2017 - Present · 8 yrs 7 mos
Feltl & Company
July 2017 - Present · 8 yrs 7 mos
Feltl & CompanyBroker
July 2017 - Present · 8 yrs 7 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2012 - June 2017 · 5 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2008 - June 2017 · 9 yrs 4 mos
Citigroup Global Markets INC.Broker
September 2002 - February 2008 · 5 yrs 5 mos
State Registrations10 states
CACOFLILMNNDNEORTXWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.