Unclaimed Profile

Steven Feldstein

STEVEN FELDSTEIN & ASSOCIATES·CHESTER, New Jersey

SIE, Series 4, Series 6, Series 7, Series 14, Series 22, Series 24, Series 52TO, Series 53, Series 63, Series 99TOCFP ChFCClean record24 years registeredSTEVEN FELDSTEIN & ASSOCIATES

45 SEMINARY AVENUE, CHESTER, NJ 07930CRD# 1402510Firm CRD# 109022

Profile Verification

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

Identity

Steven Feldstein · CHESTER, NJ

Registration

CRD #1402510 · STEVEN FELDSTEIN & ASSOCIATES · 24 years registered

Brand Profile

Not yet started

Career History

FELDSTEIN, STEVEN DBA STEVEN FELDSTEIN & ASSOCIATES

May 2002 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 4

Series 6

Series 7

Series 14

Series 22

Series 24

Series 52TO

Series 53

Series 63

Series 99TO

Registration record

First registered · May 15, 2002

Years registered · 24

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

STEVEN FELDSTEIN & ASSOCIATES

CRD 109022 · SEC 801-56257

AUM

$120M

Regulatory assets under management

Employees

525 client accounts

Services offered by STEVEN FELDSTEIN & ASSOCIATES

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

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Introduction

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Frequently Asked Questions

What services does Steven Feldstein offer?

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

What are Steven Feldstein's credentials?

Steven Feldstein holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Steven Feldstein located?

Steven Feldstein 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 Steven Feldstein charge for services?

Steven Feldstein'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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