Xavier Clemente Felipe
Investment adviser representative at Osaic Advisory Services, LLC
20 yearsExperience
11 statesRegistered in
CFP® certificationDesignation
$15.5BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
20 years in the industry.
- Osaic Advisory Services, LLCOct 2024 to now
- Osaic Wealth, Inc.Oct 2024 to now
- American Portfolios Financial Services Inc.Jan 2006 to Oct 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1990
State registrations
Registered as an investment adviser representative in 11 states (CA, CT, FL, GA, MI, NC, NY, PA, SC, TX, VA).
Osaic Advisory Services, LLC
$15.5BAssets managed
29,898Clients
348Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2024428
- Firm CRD
- 171070