Frani Feit, financial advisor Summit NJ
90 score

Frani Feit

CRD Number: 6130182
Current Firm: Tradition Capital Management LLC

Frani Feit (CRD# 6130182) is an Investment Advisor Representative working at Tradition Capital Management LLC in Summit, NJ and has 1 year of experience in the finance industry. Frani Feit 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
Tradition Capital Management LLC Summit, NJ Dec 2015 - Current 1
Candor Wealth Advisors, LLC Summit, NJ Feb 2013 - Dec 2015 2
Graf Financial Advisors, LLC Wayne, NJ Sep 2006 - Feb 2013 6
Metro Dental Associates Morristown, NJ May 2005 - Aug 2006 1

Frani Feit has no recent exams reported.
Contact Info for Frani M. Feit
Phone Number: 908-598-0909
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    528
    MILLIONS
  • Total Number of Accounts
    783
    ACCOUNTS
  • Average Account Value
    $674,845
Compensation Options
  • A percentage of assets under your management
  • Other
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
  • Other
Types of Clients
Registered States

CA, CT, DC, DE, FL, IL, MA, MD, MI, NC, NH, NJ, NY, OH, PA, TX, VA, VT

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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