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Roger Laurence Feldman

WEST CREEK CAPITAL, LLC·BETHESDA, Maryland
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3 BETHESDA METRO CENTER, BETHESDA, MD 20814CRD# 1983140Firm CRD# 158066
01

About

Roger Laurence Feldman is a registered financial advisor based in BETHESDA, Maryland, affiliated with WEST CREEK CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
WEST CREEK CAPITAL, LLC
WEST CREEK CAPITAL
AUM
$103M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at WEST CREEK CAPITAL, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 1983140
Firm CRD# 158066
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Roger Laurence Feldman offer?
Roger Laurence Feldman specializes in Retirement Planning. Contact their office in BETHESDA, Maryland for a consultation.
What are Roger Laurence Feldman's credentials?
Roger Laurence Feldman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roger Laurence Feldman located?
Roger Laurence Feldman is based in BETHESDA, Maryland, working with WEST CREEK CAPITAL, LLC. Their office serves clients in the BETHESDA metropolitan area and surrounding communities.
How does Roger Laurence Feldman charge for services?
Roger Laurence 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 WEST CREEK CAPITAL, LLC?
WEST CREEK CAPITAL, LLC has approximately 4 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maryland
BALTIMORE (405)CHEVY CHASE (181)ROCKVILLE (143)HUNT VALLEY (94)TOWSON (88)
City Guides
BALTIMORE GuideCHEVY CHASE GuideROCKVILLE GuideHUNT VALLEY GuideTOWSON Guide
Research
Advisor Fees in MarylandNational Fee Analysis
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