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Steven Feldstein

STEVEN FELDSTEIN & ASSOCIATES·CHESTER, New Jersey
Unclaimed Profile
45 SEMINARY AVENUE, CHESTER, NJ 07930CRD# 1402510Firm CRD# 109022
01

About

Steven Feldstein 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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
STEVEN FELDSTEIN & ASSOCIATES
FELDSTEIN, STEVEN DBA STEVEN FELDSTEIN & ASSOCIATES
AUM
$120M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at STEVEN FELDSTEIN & ASSOCIATES →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1402510
Firm CRD# 109022
No disclosures on file
View on FINRA BrokerCheck →

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05

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 is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
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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Research
Advisor Fees in New JerseyNational Fee Analysis
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