AdFi
MW

Max William Feller

Investment Adviser Representative at REA WEALTH MANAGEMENT

New Philadelphia, OHCRD #7282538Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
6 yrs
States Registered
10 states
Exams Passed
5

Registrations & licenses

Registration type
Dual-registered
Registered in 10 states
FloridaGeorgiaMissouriNew YorkNorth CarolinaOhioPennsylvaniaSouth CarolinaUtahWest Virginia
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 11/21/2022
Series 63
Uniform Securities Agent State Law Examination
Passed 11/12/2021
Series 7
General Securities Representative Examination
Passed 8/8/2022
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 11/2/2020
SIE
Securities Industry Essentials Examination
Passed 7/17/2020

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
PPS Select - First $250,0000.25%
PPS Select - Next $250,0000.20%
PPS Select - Next $500,0000.15%
PPS Select - Above $1,000,0000.10%
Source

REA Wealth Management Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

REA WEALTH MANAGEMENTCurrent
1/5/2023New Philadelphia, OH
COMMONWEALTH FINANCIAL NETWORKCurrent
12/2/2022New Philadelphia, OH
THE HUNTINGTON INVESTMENT COMPANY
9/16/20216/7/2022Dover, OH
W&S BROKERAGE SERVICES, INC.
11/2/20209/14/2021Norton, OH

Official records & sources

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at REA WEALTH MANAGEMENT

10 other advisors in the directory

View REA WEALTH MANAGEMENT firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Max William Feller has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Max William Feller - Financial Advisor in New Philadelphia, OH | AdvisorFinder