Unclaimed Profile

Richard James Feldman

MANAGED ACCOUNT SERVICES INC·COCONUT GROVE, Florida

Series 7, Series 63, Series 65Clean record23 years registeredMANAGED 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 · 23 years registered

Brand Profile

Not yet started

Career History

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Oct 2021 – present

INVESTOR SOLUTIONS

Feb 2003 – Nov 2021

COCONUT GROVE, FL

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · February 21, 2003

Years registered · 23

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 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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