Unclaimed Profile

Avis Gardell

STEVEN FELDSTEIN & ASSOCIATES·CHESTER, New Jersey

Clean recordSTEVEN FELDSTEIN & ASSOCIATES

45 SEMINARY AVENUE, CHESTER, NJ 07930CRD# 6317772Firm CRD# 109022

Profile Verification

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

Identity

Avis Gardell · CHESTER, NJ

Registration

CRD #6317772 · STEVEN FELDSTEIN & ASSOCIATES

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Avis Gardell is a registered financial advisor based in CHESTER, New Jersey, affiliated with STEVEN FELDSTEIN & ASSOCIATES. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

STEVEN FELDSTEIN & ASSOCIATES

FELDSTEIN, STEVEN DBA STEVEN FELDSTEIN & ASSOCIATES

AUM

$120M

Regulatory assets under management

Employees

Total firm employees

View all advisors at STEVEN FELDSTEIN & ASSOCIATES →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 6317772

Firm CRD# 109022

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Avis Gardell offer?

Avis Gardell specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in CHESTER, New Jersey for a consultation.

What are Avis Gardell's credentials?

Avis Gardell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Avis Gardell located?

Avis Gardell is based in CHESTER, New Jersey, working with STEVEN FELDSTEIN & ASSOCIATES. Their office serves clients in the CHESTER metropolitan area and surrounding communities.

How does Avis Gardell charge for services?

Avis Gardell's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is STEVEN FELDSTEIN & ASSOCIATES?

STEVEN FELDSTEIN & ASSOCIATES has approximately 4 employees and manages $120M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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