# MAGELLAN FINANCIAL SOLUTIONS LLC

MAGELLAN FINANCIAL SOLUTIONS LLC of WARWICK, NY is an SEC-registered investment adviser.

## Registration

- CRD: 169107
- Type: SEC-registered investment adviser
- SEC file number: 801-129921
- Location: 13 OAKLAND AVENUE, WARWICK, NY, 10990
- Phone: 845-986-9717
- Latest filing: 2026-03-05
- Regulatory AUM: $40.4M
- Discretionary AUM: $40.4M
- Clients: 1
- Accounts: 78

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Raul Peter Berina | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |
| BERINA RAUL PETER | PRINCIPAL AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169107/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169107/similar
- Related entities: https://search.stillhousedata.com/firm/169107/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169107

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.