Unclaimed Profile

Louis Leonard Feldman

MANAGED ACCOUNT SERVICES INC·COCONUT GROVE, Florida

SIE, Series 6, Series 63, Series 65CFPPFSClean record17 years registeredMANAGED ACCOUNT SERVICES INC

2665 S. BAYSHORE DR., COCONUT GROVE, FL 33133CRD# 5626909Firm CRD# 106532

Profile Verification

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

Identity

Louis Leonard Feldman · COCONUT GROVE, FL

Registration

CRD #5626909 · MANAGED ACCOUNT SERVICES INC · 17 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Oct 2021 – present

INVESTOR SOLUTIONS

Feb 2015 – Nov 2021

COCONUT GROVE, FL

SAGEPOINT FINANCIAL, INC.

Jul 2011 – Jun 2012

MIAMI, FL

AXA ADVISORS, LLC

Feb 2011 – Jun 2011

MIAMI, FL

METLIFE SECURITIES INC.

Apr 2010 – Dec 2010

PLANTATION, FL

BERENFELD ADVISORY SERVICES, LLC

Jan 2009 – Nov 2009

CORAL GABLES, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 6

Series 63

Series 65

Registration record

First registered · January 6, 2009

Years registered · 17

Professional designations · CFP, PFS

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MANAGED ACCOUNT SERVICES INC

CRD 106532 · SEC 801-47251

AUM

$1.0B

Regulatory assets under management

Employees

1,581 client accounts

Services offered by MANAGED ACCOUNT SERVICES INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MANAGED ACCOUNT SERVICES INC →

Introduction

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Frequently Asked Questions

What services does Louis Leonard Feldman offer?

Louis Leonard Feldman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in COCONUT GROVE, Florida for a consultation.

What are Louis Leonard Feldman's credentials?

Louis Leonard Feldman holds the following professional designations: CFP, PFS. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Louis Leonard Feldman located?

Louis Leonard Feldman is based in COCONUT GROVE, Florida, working with MANAGED ACCOUNT SERVICES INC. Their office serves clients in the COCONUT GROVE metropolitan area and surrounding communities.

How does Louis Leonard Feldman charge for services?

Louis Leonard 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 MANAGED ACCOUNT SERVICES INC?

MANAGED ACCOUNT SERVICES INC has approximately 11 employees and manages $1.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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