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Deborah Lynn Feldman

LEONETTI & ASSOCIATES, LLC·BUFFALO GROVE, Illinois
Clean recordLEONETTI & ASSOCIATES, LLC
1130 W. LAKE COOK ROAD, BUFFALO GROVE, IL 60089-1976CRD# 2648441Firm CRD# 146851

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Deborah Lynn Feldman · BUFFALO GROVE, IL
Registration
CRD #2648441 · LEONETTI & ASSOCIATES, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Deborah Lynn Feldman is a registered financial advisor based in BUFFALO GROVE, Illinois, affiliated with LEONETTI & ASSOCIATES, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
LEONETTI & ASSOCIATES, LLC
LEONETTI & ASSOCIATES, LLC
AUM
$713M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at LEONETTI & ASSOCIATES, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RETAINER
Regulatory
SEC/IARD CRD# 2648441
Firm CRD# 146851
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Deborah Lynn Feldman offer?
Deborah Lynn Feldman specializes in Financial Planning, Investment Management. Contact their office in BUFFALO GROVE, Illinois for a consultation.
What are Deborah Lynn Feldman's credentials?
Deborah Lynn Feldman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Deborah Lynn Feldman located?
Deborah Lynn Feldman is based in BUFFALO GROVE, Illinois, working with LEONETTI & ASSOCIATES, LLC. Their office serves clients in the BUFFALO GROVE metropolitan area and surrounding communities.
How does Deborah Lynn Feldman charge for services?
Deborah Lynn Feldman's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retainer. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is LEONETTI & ASSOCIATES, LLC?
LEONETTI & ASSOCIATES, LLC has approximately 16 employees and manages $713M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at LEONETTI & ASSOCIATES, LLC

Michael Edward Leonetti
BUFFALO GROVE, IL
John Ralph Obrien
BUFFALO GROVE, IL

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Nearby cities in Illinois
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