Felipe Demetre Mardakis

Employer firm

Proxy Wealth Advisors LLC CRD 298080

$83.3M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2023 → 05/2024
  Anvil Investments Inc
  Orlando, FL
• 08/2022 → 12/2023
  Drummond Cpa
  Orlando, FL
• 03/2018 → 08/2022
  Ascent Accounting Group
  Orlando, FL
• 05/2015 → 02/2018
  Tui Ag / Hotelbeds Usa
  Orlando, FL
• 08/2024 → Present
  Proxy Wealth Advisors Llc
  Aventura, FL
• 01/2024 → Present
  Mestral Advisors
  Orlando, FL

Other Businesses

1) Mestral Advisors - not investment-related - Orlando, FL - business and management consulting - CEO / Founder - 01/2024 - 100 - 100 - provide business advisoryconsulting. 2) Okkla Realty - not investment-related - Orlando, FL - real estate brokerage - real estate agent - 052024 - 10 - 0.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-04-05