Steven Feldstein
CRD Number: 1402510Current 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 Basking Ridge, NJ and has over 36 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.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
The CFP is the gold standard for financial professionals who perform comprehensive financial planning. CFPs must undergo rigorous exams and meet other requirements to obtain this designation.
Like the CFP, ChFCs take extensive coursework on a wide variety of financial planning topics. ChFCs actually take more coursework than CFPs, but are not required to prove their knowledge through a board examination.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Feldstein Financial Group, LLC | Basking Ridge, NJ | Oct 1999 - Current | 24 |
| Steven Feldstein | Chester, NJ | Feb 1999 - Current | 25 |
| First Allied Securities, Inc. | New York, NY | Dec 1994 - Current | 29 |
| Security Mutual Life | Binghamton, NY | Sep 1990 - Current | 33 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Feb 1988 |
- NJ
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Total Assets Under Management120MILLIONS
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Total Number of Accounts525ACCOUNTS
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Average Account Value$228,533
- A percentage of assets under your management
- 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
CT, NJ, NY
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