Raul Berina
Magellan Financial Solutions · Warwick, New York
Raul Berina is a fee-only financial advisor at Magellan Financial Solutions in Warwick, New York. Magellan Financial Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Magellan Financial Solutions |
|---|---|
| Based in | Warwick, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $40.4M across 78 accounts |
| SEC registration | Investment adviser representative in NY · CRD 4194243 |
| Exams passed | Series 63 (2002) · Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.magellanfinancialsolutions.com |
| Profile |
How Raul's firm compares
- Magellan Financial Solutions's average account is about $518,000, from its Form ADV (assets managed divided by 78 accounts).
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Questions about Raul
Is Raul Berina a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Raul holds no broker registration, and Magellan Financial Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Raul charge for financial advice?
Raul's firm, Magellan Financial Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Raul Berina based?
Raul Berina is based in Warwick, New York.
Is Raul Berina registered with the SEC?
Yes. Raul Berina is registered as an investment adviser representative in NY (CRD 4194243), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Magellan Financial Solutions manage?
Magellan Financial Solutions reports $40.4M across 78 accounts in assets under management.
How do I contact Raul Berina?
Through Raul's website, www.magellanfinancialsolutions.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Magellan Financial Solutions website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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