Unclaimed Profile

David Stephen Zeldis

FAIRFIELD COUNTY FINANCIAL ADVISERS, LLC·FAIRFIELD, Connecticut

Series 65Clean record23 years registeredFAIRFIELD COUNTY FINANCIAL ADVISERS, LLC

140 SHERMAN STREET, FAIRFIELD, CT 06824CRD# 4664000Firm CRD# 168025

Profile Verification

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

Identity

David Stephen Zeldis · FAIRFIELD, CT

Registration

CRD #4664000 · FAIRFIELD COUNTY FINANCIAL ADVISERS, LLC · 23 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: FAIRFIELD COUNTY FINANCIAL ADVISERS, LLC

ADVANCED CAPITAL ADVISORS, LLC

Jan 2006 – Nov 2022

FAIRFIELD, CT

ADVANCED CAPITAL ADVISORS, LLC

Jan 2005 – Dec 2005

FAIRFIELD, CT

ADVANCED CAPITAL ADVISORS, LLC

Jul 2003 – Dec 2004

FAIRFIELD, CT

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · July 29, 2003

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FAIRFIELD COUNTY FINANCIAL ADVISERS, LLC

CRD 168025 · SEC 801-78599

AUM

$25M

Regulatory assets under management

Employees

17 client accounts

Services offered by FAIRFIELD COUNTY FINANCIAL ADVISERS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Market timing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FAIRFIELD COUNTY FINANCIAL ADVISERS, LLC →

Introduction

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Frequently Asked Questions

What services does David Stephen Zeldis offer?

David Stephen Zeldis specializes in Financial Planning, Investment Management, Fee-Only Advisory.

What are David Stephen Zeldis's credentials?

David Stephen Zeldis is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Stephen Zeldis located?

David Stephen Zeldis is based in FAIRFIELD, Connecticut, last registered with FAIRFIELD COUNTY FINANCIAL ADVISERS, LLC.

How does David Stephen Zeldis charge for services?

David Stephen Zeldis's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FAIRFIELD COUNTY FINANCIAL ADVISERS, LLC?

FAIRFIELD COUNTY FINANCIAL ADVISERS, LLC has approximately 1 employees and manages $25M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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