Zvika FeldmanCRD Number: 5316260
Current Firm: 1818 Private Client Group, LLC
Zvika Feldman (CRD# 5316260) is an Investment Advisor Representative working at 1818 Private Client Group, LLC in Aventura, FL and has over 15 years of experience in the finance industry.
Genesis Wealth Management, Inc.
Global Wealth Management Investment Advisory, Inc.
Kingsview Wealth Management, LLC
|1818 Private Client Group, LLC||Aventura, FL||Sep 2021 - Current||< 1|
|1818 Private Client Group||Aventura, FL||Sep 2021 - Current||< 1|
|Leumi Investment Services||Aventura, FL||Feb 2007 - Current||15|
|Bank Leumi Usa||Aventura, FL||Feb 2007 - Apr 2021||14|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jul 2007|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved.Get Details on the FINRA Advisor Check site
Total Assets Under Management90MILLIONS
Total Number of Accounts18ACCOUNTS
Average Account Value$4,983,327
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
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