Skip to content

Feifei Xing

Investment adviser representative at Altfest Personal Wealth Management
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$1.8BFirm assets

Are you Feifei Xing? Claim your profile

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

Experience

10 years in the industry.

  1. Altfest Personal Wealth ManagementJan 2021 to now
  2. Altfest Personal Wealth ManagementJun 2018 to Dec 2020
  3. Opmi Business SchoolFeb 2017 to Jun 2018
  4. Whitewood Group Inc (now Mm Global Securities, Inc)Nov 2016 to Dec 2016

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

Registered as an investment adviser representative in 1 state (NY).

Altfest Personal Wealth Management

Legal name: L.J. Altfest & Co., Inc.

$1.8BAssets managed
695Clients
19Advisers
43 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
6728382
Firm CRD
110130
Advisor's SEC record (opens in a new tab)
CallContact this firm