AdvisorOS Directory
Claim Profile
Unclaimed Profile
RF

Richard Lewis Feldman

WILKINS HEIGHTS CAPITAL MANAGEMENT, LLC·BOCA RATON, Florida
Clean recordWILKINS HEIGHTS CAPITAL MANAGEMENT, LLC
5550 GLADES ROAD, BOCA RATON, FL 33431CRD# 5444573Firm CRD# 174292

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Richard Lewis Feldman · BOCA RATON, FL
Registration
CRD #5444573 · WILKINS HEIGHTS CAPITAL MANAGEMENT, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Richard Lewis Feldman is a registered financial advisor based in BOCA RATON, Florida, affiliated with WILKINS HEIGHTS CAPITAL MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Client Types
Individuals
Introduction

Speak with Richard

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Richard is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
WILKINS HEIGHTS CAPITAL MANAGEMENT, LLC
WILKINS HEIGHTS CAPITAL MANAGEMENT, LLC
AUM
—
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at WILKINS HEIGHTS CAPITAL MANAGEMENT, LLC →
Services
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 5444573
Firm CRD# 174292
View on FINRA BrokerCheck →

Looking for a financial advisor in BOCA RATON?

Browse all registered financial advisors in BOCA RATON, Florida or claim this profile if it's yours.

Browse BOCA RATON AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Richard Lewis Feldman offer?
Richard Lewis Feldman specializes in Investment Management. Contact their office in BOCA RATON, Florida for a consultation.
What are Richard Lewis Feldman's credentials?
Richard Lewis Feldman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Lewis Feldman located?
Richard Lewis Feldman is based in BOCA RATON, Florida, working with WILKINS HEIGHTS CAPITAL MANAGEMENT, LLC. Their office serves clients in the BOCA RATON metropolitan area and surrounding communities.
How does Richard Lewis Feldman charge for services?
Richard Lewis Feldman's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WILKINS HEIGHTS CAPITAL MANAGEMENT, LLC?
WILKINS HEIGHTS CAPITAL MANAGEMENT, LLC has approximately 1 employees. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

More Advisors in BOCA RATON, Florida

Kevin J. Calhoun
SUN CAPITAL ADVISORS, INC.·BOCA RATON, FL
Marc Jay Leder
SUN CAPITAL ADVISORS, L.P.·BOCA RATON, FL
Jeffrey Wayne Cimbal
STATETRUST CAPITAL, LLC.·BOCA RATON, FL
Rodger Russell Krouse
SUN CAPITAL ADVISORS, L.P.·BOCA RATON, FL
Joseph Luis Turnes
STATETRUST CAPITAL, LLC.·BOCA RATON, FL
Mark Alexander Rogers
SIDMAN ADVISORS LLC·BOCA RATON, FL

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Florida
MIAMI (1221)TAMPA (396)CORAL GABLES (291)WEST PALM BEACH (251)NAPLES (220)PALM BEACH GARDENS (181)ORLANDO (174)SARASOTA (172)JACKSONVILLE (170)FORT LAUDERDALE (162)
City Guides
MIAMI GuideTAMPA GuideCORAL GABLES GuideWEST PALM BEACH GuideNAPLES Guide
Research
Advisor Fees in FloridaNational Fee Analysis
Request removal of this profile