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Ethan De Naray

Advisor at Feltl Advisors

Updated today

Location

Babbitt, MN

Credentials

Series 63, Series 65

Industry experience

23 years

About

Ethan De Naray is a financial advisor at Feltl Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Merrill Lynch and Bank of America. Outside of his advisory role, he manages a commercial real estate LLC, though his involvement is limited and supported by a management company. Feltl Advisors provides investment advisory services primarily to individual investors, as well as corporations, pension plans, trusts, and institutions. The firm manages approximately $132 million in assets and offers non-discretionary advice, allowing clients to approve investment decisions aligned with their risk profiles.

Client services

Based on Feltl Advisors

Financial planning Portfolio management Selection of other advisers
Wrap accounts through non-affiliated providers

Expertise

Based on Feltl Advisors

Early retirement planning

Occupation focus

Based on Feltl Advisors

Founder/Business Owner

Fee options

Percentage

Negotiable up to 3% annually

Other

Account minimum: $10,000

Location

Babbitt, MN

Most active in

California · Colorado · Florida · Illinois · Minnesota · Nebraska · Texas · Utah · Wisconsin

Work history

Feltl and Company

2017 - Present (9 years)

Bank Of America, N.a.

2010 - 2017 (7 years)

Merrill

2008 - 2017 (9 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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