Unclaimed Profile

Richard James Feldman

MANAGED ACCOUNT SERVICES INC·COCONUT GROVE, Florida

Clean recordMANAGED ACCOUNT SERVICES INC

2665 S. BAYSHORE DR., COCONUT GROVE, FL 33133CRD# 2912080Firm CRD# 106532

Profile Verification

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

Identity

Richard James Feldman · COCONUT GROVE, FL

Registration

CRD #2912080 · MANAGED ACCOUNT SERVICES INC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Richard James Feldman is a registered financial advisor based in COCONUT GROVE, Florida, affiliated with MANAGED ACCOUNT SERVICES INC. 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

MANAGED ACCOUNT SERVICES INC

INVESTOR SOLUTIONS

AUM

$1.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at MANAGED ACCOUNT SERVICES INC →

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# 2912080

Firm CRD# 106532

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Richard James Feldman offer?

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

What are Richard James Feldman's credentials?

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

Where is Richard James Feldman located?

Richard James 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 Richard James Feldman charge for services?

Richard James 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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