Unclaimed Profile

Rustin Jj Feldman

HELIUM ADVISORS LLC·EVERETT, Washington

SIE, Series 7TO, Series 65Clean record17 years registeredHELIUM ADVISORS LLC

1910 120TH PL SE, EVERETT, WA 98208CRD# 5532783Firm CRD# 282356

Profile Verification

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

Identity

Rustin Jj Feldman · EVERETT, WA

Registration

CRD #5532783 · HELIUM ADVISORS LLC · 17 years registered

Brand Profile

Not yet started

Career History

HELIUM ADVISORS LLC

Jan 2026 – present

HELIUM ADVISORS LLC

Dec 2022 – Dec 2025

VANCOUVER, WA

B. RILEY WEALTH ADVISORS, INC.

Aug 2022 – Dec 2022

Camas, WA

B RILEY WEALTH MANAGEMENT

Aug 2018 – Dec 2022

Camas, WA

MIRACLE MILE ADVISORS, LLC

Jun 2012 – Aug 2018

LOS ANGELES, CA

BROXTON CAPITAL ADVISORS LLC

Jun 2012 – Jul 2012

LOS ANGELES, CA

BROXTON CAPITAL ADVISORS LLC

Oct 2008 – Jun 2012

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7TO

Series 65

Registration record

First registered · October 8, 2008

Years registered · 17

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HELIUM ADVISORS LLC

CRD 282356 · SEC 801-126557

AUM

$276M

Regulatory assets under management

Employees

809 client accounts

Services offered by HELIUM ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at HELIUM ADVISORS LLC →

Introduction

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Frequently Asked Questions

What services does Rustin Jj Feldman offer?

Rustin Jj Feldman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EVERETT, Washington for a consultation.

What are Rustin Jj Feldman's credentials?

Rustin Jj Feldman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rustin Jj Feldman located?

Rustin Jj Feldman is based in EVERETT, Washington, working with HELIUM ADVISORS LLC. Their office serves clients in the EVERETT metropolitan area and surrounding communities.

How does Rustin Jj Feldman charge for services?

Rustin Jj 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 HELIUM ADVISORS LLC?

HELIUM ADVISORS LLC has approximately 11 employees and manages $276M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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