Unclaimed Profile

Frani Michele Feit

CANDOR WEALTH ADVISORS LLC·SUMMIT, New Jersey

Clean record13 years registeredCANDOR WEALTH ADVISORS LLC

129 SUMMIT AVENUE, SUMMIT, NJ 07901CRD# 6130182Firm CRD# 147557

Profile Verification

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

Identity

Frani Michele Feit · SUMMIT, NJ

Registration

CRD #6130182 · CANDOR WEALTH ADVISORS LLC · 13 years registered

Brand Profile

Not yet started

Career History

ADVISORS CAPITAL MANAGEMENT, LLC

Sep 2020 – present

CARY STREET PARTNERS

Jul 2020 – Sep 2020

Richmond, VA

TRADITION ASSET MANAGEMENT LLC

May 2019 – Sep 2020

SUMMIT, NJ

TRADITION CAPITAL MANAGEMENT LLC

Feb 2016 – Dec 2019

SUMMIT, NJ

CANDOR WEALTH ADVISORS LLC

Mar 2013 – Jan 2016

SUMMIT, NJ

GRAF FINANCIAL ADVISORS, LLC

Nov 2012 – Feb 2013

WAYNE, NJ

Registrations & Exams

Registration record

First registered · November 28, 2012

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CANDOR WEALTH ADVISORS LLC

CRD 147557 · SEC 801-69415

AUM

$226M

Regulatory assets under management

Employees

484 client accounts

Services offered by CANDOR WEALTH ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CANDOR WEALTH ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Frani Michele Feit offer?

Frani Michele Feit specializes in Financial Planning, Investment Management. Contact their office in SUMMIT, New Jersey for a consultation.

What are Frani Michele Feit's credentials?

Frani Michele Feit is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Frani Michele Feit located?

Frani Michele Feit is based in SUMMIT, New Jersey, working with CANDOR WEALTH ADVISORS LLC. Their office serves clients in the SUMMIT metropolitan area and surrounding communities.

How does Frani Michele Feit charge for services?

Frani Michele Feit's firm is compensated through percentage of aum, other: financial planning fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CANDOR WEALTH ADVISORS LLC?

CANDOR WEALTH ADVISORS LLC has approximately 8 employees and manages $226M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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