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Andrew Stone Fedeli

Fedeli Financial, LLC

Novato, CA

CRD 7669015

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Employer firm

Fedeli Financial, LLC CRD 322269

$5.10M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Fedeli Financial, Llc

Novato, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APP_PEND_IARCE 2026-01-01
  • CA RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Novato, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Sa42 Inc Novato CA 04/2012 Present
Fedeli Financial, Llc Novato CA 05/2022 Present
Other Businesses

I am the owner of a consulting business that deals with Salesforce training

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-04-15
  • S65 Uniform Investment Adviser Law Examination
    2022-04-15

View on SEC IAPD

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