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MAGELLAN FINANCIAL SOLUTIONS LLC

WARWICK, NY · CRD 169107 · IAPD ↗ · magellanfinancialsolutions.com · 845-986-9717

$40.4MRegulatory AUM
1Advisory reps
1Employees
0Clients
26-50Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2025 — MAGELLAN FINANCIAL SOLUTIONS LLC reports 26-50 financial-planning clients, up from 1-10.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
May 2024 — MAGELLAN FINANCIAL SOLUTIONS LLC (WARWICK, NY) is newly SEC-registered with $26.7M RAUM and 1 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.