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Alfredo Madden Felicella

Advisor at Cypress Lane Advisors — Galveston, TX

Updated today

Credentials

CFA®, Series 63, Series 65

Experience

3 years

Location

Galveston, TX

Cypress Lane Advisors logo

Cypress Lane Advisors

Independent

Total advisors

1

Clients per advisor

5 Low

Avg AUM per client

$1,210,766 High

HNW client ratio

100% Very High

About

Alfredo Felicella is a CFA® charterholder and licensed Series 63 and 65 advisor based in Galveston, TX, with three years of industry experience. He currently leads Cypress Lane Advisors, an independent firm he has been with since 2023. His prior experience includes roles as a self-employed financial professional and working at Imaging Brands, Inc. Cypress Lane Advisors provides discretionary investment management and standalone financial planning services to individuals, families, high-net-worth clients, trusts, estates, and small business owners under a fiduciary duty. The firm employs an asset-allocation approach with a top-down macroeconomic overlay, primarily using ETFs and no-load mutual funds while allowing tactical shifts and selective use of individual securities, including leveraging derivatives and limited cryptocurrency exposure.

Client services

Based on Cypress Lane Advisors

Financial planning Portfolio management

Expertise

Based on Cypress Lane Advisors

Cash flow / budgeting Charitable giving & philanthropy

Occupation focus

Based on Cypress Lane Advisors

Founder/Business Owner

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Fee options

Percentage

$0 - $1,000,000: 1.00% annually $1,000,000 - $5,000,000: 0.75% annually $5,000,000+: 0.50% annually

Project-based

$150 per hour, negotiable in some cases

Location

Galveston, TX

Galveston TX

Advisors at this office

1

Most active in

Texas

Work history

3 years of industry experience

Cypress Lane Advisors, LLC

2023 - Present • 3 years

Galveston, TX

SELF-EMPLOYED

2021 - 2023 • 2 years

Galveston, TX

Imaging Brands, Inc.

2018 - 2021 • 3 years

Phoenix, AZ

SELF-EMPLOYED

2016 - 2018 • 2 years

Phoenix, AZ

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Series 66

Galveston, TX

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Passive / index investing Active portfolio management Wealth management Executive
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Series 63, Series 65

Galveston, TX

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Tax-loss harvesting Active portfolio management Wealth management
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Series 63, Series 65

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Series 66

Texas City, TX

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Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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