Felipe Demetre Mardakis
Investment adviser representative at Proxy Wealth Advisors LLC
11 yearsExperience
1 stateRegistered in
$83.3MFirm assets
3 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Proxy Wealth Advisors LLCAug 2024 to now
- Mestral AdvisorsJan 2024 to now
- Anvil Investments IncDec 2023 to May 2024
- Drummond CpaAug 2022 to Dec 2023
- Ascent Accounting GroupMar 2018 to Aug 2022
- Tui Ag / Hotelbeds USAMay 2015 to Feb 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (FL).
Proxy Wealth Advisors LLC
$83.3MAssets managed
614Clients
12Advisers
3 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
- 7744484
- Firm CRD
- 298080