Unclaimed Profile

Andrew Todd Feldman

LEGACY WEALTH PARTNERS, LLC·LAKEWOOD, Colorado

Clean recordLEGACY WEALTH PARTNERS, LLC

215 UNION BLVD., LAKEWOOD, CO 80228CRD# 4991249Firm CRD# 333032

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Todd Feldman · LAKEWOOD, CO

Registration

CRD #4991249 · LEGACY WEALTH PARTNERS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Andrew Todd Feldman is a registered financial advisor based in LAKEWOOD, Colorado, affiliated with LEGACY WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

LEGACY WEALTH PARTNERS, LLC

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at LEGACY WEALTH PARTNERS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 4991249

Firm CRD# 333032

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Andrew Todd Feldman offer?

Andrew Todd Feldman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in LAKEWOOD, Colorado for a consultation.

What are Andrew Todd Feldman's credentials?

Andrew Todd Feldman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Todd Feldman located?

Andrew Todd Feldman is based in LAKEWOOD, Colorado, working with LEGACY WEALTH PARTNERS, LLC. Their office serves clients in the LAKEWOOD metropolitan area and surrounding communities.

How does Andrew Todd Feldman charge for services?

Andrew Todd Feldman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is LEGACY WEALTH PARTNERS, LLC?

LEGACY WEALTH PARTNERS, LLC has approximately 10 employees. The firm is registered with the SEC as an investment adviser.

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