Best Investors Account Sign in
Inactive

Cesar Navarette Adame

Fefa Financial

Saint Louis, MO

Austin, TX

CRD 7852970

Claim This Profile
Employer firm

Fefa Financial CRD 324833

$435M regulatory AUM 2 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Fefa Financial

530 Vance Road, Saint Louis, MO 63088 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-01-17
  • TX RA
    APPROVED
    Since 2024-01-17

Branch Locations

530 Vance Road, Saint Louis, MO 63088 • United States

Austin, TX • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Vci Wealth Management Llc Saint Louis MO 01/2024 Present
Fefa Asset Management Llc St Louis MO 02/2023 03/2024
Kitchen And Bath Remodeling Business Austin TX 11/2008 12/2022
  • 01/2024 → Present
    Vci Wealth Management Llc
    Saint Louis, MO
  • 02/2023 → 03/2024
    Fefa Asset Management Llc
    St Louis, MO
  • 11/2008 → 12/2022
    Kitchen And Bath Remodeling Business
    Austin, TX
Other Businesses

FEFA Advisors LLC; Insurance Agent; Investment Related; Location: 530 Vance Road Saint Louis MO 63088; Description: FEFA Advisors LLC is an insurance agency. ; Responsibilities duties: Cesar Adame, an insurance agent, faces conflicts of interest but VCI Wealth Management LLC ensures transparency. Start date: 2026-06-30; Hours per month devoted to business during trading hours: 5; Hours per month devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 30; Contact person at the organization: Wayne Atkins.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-12-30
  • S65 Uniform Investment Adviser Law Examination
    2023-12-30

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Saint Louis, MO

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor