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Felitsa Kapsas

FFT Wealth Management

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About Felitsa Kapsas

Felitsa Kapsas is an Investment Advisor Representative at FFT Wealth Management in Philadelphia, PA. Felitsa is a registered Investment Advisor in Pennsylvania and has been in the industry since 2009. Previously, Felitsa was employed by CV Brokerage, Inc. in Williamstown, NJ and by Morgan Stanley Smith Barney in Boca Raton, FL. Felitsa holds the Series 66, SIE, and Series 7 licenses. Felitsa provides financial planning and portfolio management services to individuals and other investment advisors. Felitsa also has a part-time position at LGL Partners, LLC, which provides services to client accounts.

Firm Information

Felitsa Kapsas is currently registered with FFT Wealth Management. FFT Wealth Management is a Philadelphia-based firm that manages approximately $1 billion - $10 billion in assets for high-net-worth individuals. The firm offers financial planning and portfolio management services. FFT Wealth Management has 22 investment advisory functions and 648 total client accounts. The firm has a regulatory assets under management of $3,126,000,000.
FFT Wealth Management

2 LIBERTY PLACE

PHILADELPHIA, PA 19102

$3.13B

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Felitsa Kapsas’s Registration & Firm History

PA

04/24/2014 - Present

FFT Wealth Management (PHILADELPHIA PA)

NJ

11/16/2012 - 10/22/2016

CV BROKERAGE, INC (WILLIAMSTOWN NJ)

FL

06/01/2009 - 11/18/2010

MORGAN STANLEY SMITH BARNEY (BOCA RATON FL)

FL

04/02/2009 - 06/01/2009

MORGAN STANLEY & CO. INCORPORATED (BOCA RATON FL)

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Licenses & Designations

BOTH

Issued 04/28/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/22/2016

SIE - Securities Industry Essentials Examination

BC

Issued 04/01/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Felitsa Kapsas.
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