Steven Feldstein, financial advisor Chester NJ
96 score

Steven Feldstein

CRD Number: 1402510
Current Firm: Feldstein, Steven Dba Steven Feldstein & Associates

Steven Feldstein (CRD# 1402510) is an Investment Advisor Representative working at Feldstein, Steven Dba Steven Feldstein & Associates in Chester, NJ and has over 28 years of experience in the finance industry. Steven Feldstein has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Feldstein Financial Group, LLC New York, NY Oct 1999 - Current 17
Steven Feldstein Chester, NJ Feb 1999 - Current 17
First Allied Securities, Inc. New York, NY Dec 1994 - Current 21
Security Mutual Life Binghamton, NY Sep 1990 - Current 26
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1988
Contact Info for Steven Feldstein
Phone Number: 908-879-9559
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
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


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Clean Record
This advisor has a clean track record with regulators.

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