David Feldman, financial advisor Ashburn VA

David Feldman

CRD Number: 1854951
Current Firm: Boulder View Capital

David Feldman (CRD# 1854951) is an Investment Advisor Representative working at Boulder View Capital in Ashburn, VA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Boulder View Capital LLC Brambleton, VA May 2022 - Current 2
Boulder View Capital LLC Scottsdale, AZ Jan 2019 - May 2022 3
Unemployed West Chester, PA Aug 2018 - Dec 2018 < 1
Palladiem LLC Wayne, PA Aug 2011 - Jul 2018 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1992
S66 NASAA Uniform Combined State Law Examination Jun 2010
S65 NASAA Investment Advisors Law Examination Jul 2019
Contact Info for David M. Feldman
Phone Number: (480) 859-6896
Registered State(s):
  • AZ
  • VA
Current Firm Details
Boulder View Capital
Firm's CRD Number: 301627
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    4
    ACCOUNTS
  • Average Account Value
    $250,000
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

AZ, VA

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