Unclaimed Profile

David Miller Feldman

WECHTER FELDMAN WEALTH MANAGEMENT, INC.·PARSIPPANY, New Jersey

Series 6, Series 63Clean record19 years registeredWECHTER FELDMAN WEALTH MANAGEMENT, INC.

1719 ROUTE 10 EAST, PARSIPPANY, NJ 07054CRD# 3144940Firm CRD# 119956

Profile Verification

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

Identity

David Miller Feldman · PARSIPPANY, NJ

Registration

CRD #3144940 · WECHTER FELDMAN WEALTH MANAGEMENT, INC. · 19 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WECHTER FELDMAN WEALTH MANAGEMENT, INC.

GYL FINANCIAL SYNERGIES, LLC

Oct 2021 – Jan 2024

Parsippany, NJ

WECHTER FELDMAN WEALTH MANAGEMENT, INC.

Nov 2006 – Oct 2021

PARSIPPANY, NJ

Registrations & Exams

FINRA examinations passed

Series 6

Series 63

Registration record

First registered · November 3, 2006

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WECHTER FELDMAN WEALTH MANAGEMENT, INC.

CRD 119956 · SEC 801-61057

AUM

$350M

Regulatory assets under management

Employees

723 client accounts

Services offered by WECHTER FELDMAN WEALTH MANAGEMENT, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WECHTER FELDMAN WEALTH MANAGEMENT, INC. →

Introduction

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Frequently Asked Questions

What services does David Miller Feldman offer?

David Miller Feldman specializes in Financial Planning, Investment Management.

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, last registered with WECHTER FELDMAN WEALTH MANAGEMENT, INC..

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.

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