MAGELLAN FINANCIAL SOLUTIONS LLC
CRD #169107 SEC #801-129921 WARWICK, NY 845-986-9717
SEC Registered
Total AUM
$32.5M
Discretionary
$32.5M
Employees
1
Clients
26
Accounts
78
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 9, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BERINA, RAUL, PETER | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| BERINA, RAUL, PETER | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| BERINA, RAUL, PETER | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
| BERINA, RAUL, PETER | I | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
May 9, 2025 REGISTERED
Notice Filings (2)
NY TX
Address
13 OAKLAND AVENUEWARWICK, NY 10990
United States
Phone: 845-986-9717