AdvisorOS Directory
Claim Profile
DF

David Miller Feldman

WECHTER FELDMAN WEALTH MANAGEMENT, INC.·PARSIPPANY, New Jersey
Unclaimed Profile
1719 ROUTE 10 EAST, PARSIPPANY, NJ 07054CRD# 3144940Firm CRD# 119956
01

About

David Miller Feldman is a registered financial advisor based in PARSIPPANY, New Jersey, affiliated with WECHTER FELDMAN WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WECHTER FELDMAN WEALTH MANAGEMENT, INC.
WECHTER FELDMAN WEALTH MANAGEMENT, INC.
AUM
$350M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at WECHTER FELDMAN WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3144940
Firm CRD# 119956
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in PARSIPPANY?

Browse all registered financial advisors in PARSIPPANY, New Jersey or claim this profile if it's yours.

Browse PARSIPPANY AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does David Miller Feldman offer?
David Miller Feldman specializes in Financial Planning, Investment Management. Contact their office in PARSIPPANY, New Jersey for a consultation.
What are David Miller Feldman's credentials?
David Miller Feldman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is David Miller Feldman located?
David Miller Feldman is based in PARSIPPANY, New Jersey, working with WECHTER FELDMAN WEALTH MANAGEMENT, INC.. Their office serves clients in the PARSIPPANY metropolitan area and surrounding communities.
How does David Miller Feldman charge for services?
David Miller Feldman'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 WECHTER FELDMAN WEALTH MANAGEMENT, INC.?
WECHTER FELDMAN WEALTH MANAGEMENT, INC. has approximately 6 employees and manages $350M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in PARSIPPANY
Heidi Heath — MACRO CONSULTING GROUP LLCLaura Ann Squier — SIGNET FINANCIAL MANAGEMENT, LLCStephen Edwin Tuttle — SIGNET FINANCIAL MANAGEMENT, LLCErica Fishman — VETERI PLACE CORPORATIONMark Anthony Cortazzo — MACRO CONSULTING GROUP LLC
Nearby cities in New Jersey
PRINCETON (218)NEWARK (200)SUMMIT (178)JERSEY CITY (156)RED BANK (136)
City Guides
PRINCETON GuideNEWARK GuideSUMMIT GuideJERSEY CITY GuideRED BANK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile