Felicia Marie Greenwald
Investment adviser representative at Financial Futures
10 yearsExperience
1 stateRegistered in
$270.5MFirm assets
5 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
10 years in the industry.
- Financial Futures, LLCFeb 2022 to now
- Four15 AdvisorsFeb 2022 to now
- ZweigJun 2020 to May 2023
- Ernst and YoungSep 2016 to Apr 2020
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (NV).
Financial Futures
Legal name: Financial Futures Limited Liability Company
$270.5MAssets managed
206Clients
3Advisers
5 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
- 7779959
- Firm CRD
- 128900