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David Stephen Zeldis

FAIRFIELD COUNTY FINANCIAL ADVISERS, LLC·FAIRFIELD, Connecticut
Unclaimed Profile
140 SHERMAN STREET, FAIRFIELD, CT 06824CRD# 4664000Firm CRD# 168025
01

About

David Stephen Zeldis is a registered financial advisor based in FAIRFIELD, Connecticut, affiliated with FAIRFIELD COUNTY FINANCIAL ADVISERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
FAIRFIELD COUNTY FINANCIAL ADVISERS, LLC
FAIRFIELD COUNTY FINANCIAL ADVISERS, LLC
AUM
$25M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at FAIRFIELD COUNTY FINANCIAL ADVISERS, LLC →
Services
Financial planning
Portfolio management (individuals)
Market timing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4664000
Firm CRD# 168025
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does David Stephen Zeldis offer?
David Stephen Zeldis specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in FAIRFIELD, Connecticut for a consultation.
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, working with FAIRFIELD COUNTY FINANCIAL ADVISERS, LLC. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.
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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Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
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