Unclaimed Profile

Dan Steven Federman

WESTBOURNE INVESTMENTS, INC.·ALEXANDRIA, Virginia

Series 65Clean record20 years registeredWESTBOURNE INVESTMENTS, INC.

2121 EISENHOWER AVE STE 605, ALEXANDRIA, VA 22314CRD# 4359348Firm CRD# 37499

Profile Verification

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

Identity

Dan Steven Federman · ALEXANDRIA, VA

Registration

CRD #4359348 · WESTBOURNE INVESTMENTS, INC. · 20 years registered

Brand Profile

Not yet started

Career History

EP WEALTH ADVISORS

Feb 2021 – present

NEWFOCUS FINANCIAL GROUP, LLC

Sep 2016 – Feb 2021

SAN MATEO, CA

WESTBOURNE INVESTMENTS, INC.

Jun 2012 – Sep 2016

ALEXANDRIA, VA

ARIBA ASSET MANAGEMENT INC

Sep 2010 – Jun 2012

ARLINGTON, VA

ARIBA GLB ASSET MANAGEMENT, INC.

Jun 2006 – Dec 2008

ARLINGTON, VA

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · June 15, 2006

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WESTBOURNE INVESTMENTS, INC.

CRD 37499 · SEC 801-36800

AUM

$152M

Regulatory assets under management

Employees

451 client accounts

Services offered by WESTBOURNE INVESTMENTS, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WESTBOURNE INVESTMENTS, INC. →

Introduction

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Frequently Asked Questions

What services does Dan Steven Federman offer?

Dan Steven Federman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ALEXANDRIA, Virginia for a consultation.

What are Dan Steven Federman's credentials?

Dan Steven Federman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Dan Steven Federman located?

Dan Steven Federman is based in ALEXANDRIA, Virginia, working with WESTBOURNE INVESTMENTS, INC.. Their office serves clients in the ALEXANDRIA metropolitan area and surrounding communities.

How does Dan Steven Federman charge for services?

Dan Steven Federman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WESTBOURNE INVESTMENTS, INC.?

WESTBOURNE INVESTMENTS, INC. has approximately 7 employees and manages $152M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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