STEVEN FELDSTEIN & ASSOCIATES

FELDSTEIN, STEVEN DBA STEVEN FELDSTEIN & ASSOCIATES
2 registered advisors·CRD# 109022
SEC# 801-562570908-879-9559
01

Firm Overview

AUM
$120M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at STEVEN FELDSTEIN & ASSOCIATES

2 registered advisors
Avis Gardell
CHESTER, New Jersey
Steven Feldstein
CHESTER, New Jersey
05

Office Locations

CHESTER, New Jersey
2 advisors

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. STEVEN FELDSTEIN & ASSOCIATES (CRD# 109022) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.