Gerald Feldman, financial advisor New Orleans LA

Gerald Feldman

CRD Number: 205879
Current Firm: Newedge Advisors

Gerald Feldman (CRD# 205879) is an Investment Advisor Representative working at Newedge Advisors in New Orleans, LA and has over 35 years of experience in the finance industry.

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Company Name Location Dates Years
Newedge Advisors, LLC New Orleans, LA Nov 2021 - Current < 1
Mid Atlantic Financial Management, Inc. Pittsburgh, PA Feb 1997 - Current 25
Mid Atlantic Capital Corporation Pittsburgh, PA Feb 1997 - Jul 2020 23
Mid Atlantic Capital Corporation Pittsburgh, PA Mar 1987 - Jul 2020 33
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1987
S65 NASAA Investment Advisors Law Examination Oct 2010
Disclosure Information

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
Contact Info for Gerald E. Feldman
Phone Number: 504-459-4391
Firm Website: http://www.lmkwealth.com
Registered State(s):
  • FL
  • PA
  • TX
By the Numbers
  • Total Assets Under Management
    12,578
    MILLIONS
  • Total Number of Accounts
    40,039
    ACCOUNTS
  • Average Account Value
    $314,145
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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