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Eric Matthew Feder

WEALTH CREATION MANAGEMENT & TRANSFER, LLC·CHERRY HILL, New Jersey
Series 65Clean record15 years registeredWEALTH CREATION MANAGEMENT & TRANSFER, LLC
200 LAKE DRIVE EAST, CHERRY HILL, NJ 08002CRD# 2452139Firm CRD# 147246

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric Matthew Feder · CHERRY HILL, NJ
Registration
CRD #2452139 · WEALTH CREATION MANAGEMENT & TRANSFER, LLC · 15 years registered
Brand Profile
Not yet started
01

Career History

Oct 2023present
Jul 2011Oct 2023
CHERRY HILL, NJ
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · July 13, 2011
Years registered · 15
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEALTH CREATION MANAGEMENT & TRANSFER, LLC
CRD 147246 · SEC 801-80698
AUM
$264M
Regulatory assets under management
Employees
6
1,280 client accounts
Services offered by WEALTH CREATION MANAGEMENT & TRANSFER, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

Frequently Asked Questions

What services does Eric Matthew Feder offer?
Eric Matthew Feder specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHERRY HILL, New Jersey for a consultation.
What are Eric Matthew Feder's credentials?
Eric Matthew Feder is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric Matthew Feder located?
Eric Matthew Feder is based in CHERRY HILL, New Jersey, working with WEALTH CREATION MANAGEMENT & TRANSFER, LLC. Their office serves clients in the CHERRY HILL metropolitan area and surrounding communities.
How does Eric Matthew Feder charge for services?
Eric Matthew Feder's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTH CREATION MANAGEMENT & TRANSFER, LLC?
WEALTH CREATION MANAGEMENT & TRANSFER, LLC has approximately 6 employees and manages $264M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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