John Klingler
Investment adviser representative at Secfi Advisory Limited
10 yearsExperience
1 stateRegistered in
$225.9MFirm assets
4 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- Secfi Advisory LimitedJan 2023 to now
- Secfi Securities, LLCAug 2021 to now
- Open Invest Co.Aug 2019 to Aug 2021
- Factset Research Systems, Inc.Jun 2016 to Aug 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law2021
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NY).
Secfi Advisory Limited
$225.9MAssets managed
55Clients
3Advisers
4 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
- 6480599
- Firm CRD
- 306961