Brandon Feldman, financial advisor Washington DC

Brandon Feldman

CRD Number: 6067262
Current Firm: Stifel, Nicolaus & Company, Incorporated

Brandon Feldman (CRD# 6067262) is an Investment Advisor Representative working at Stifel, Nicolaus & Company, Incorporated in Washington, DC and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Stifel, Nicolaus & Company, Incorporated Washington, DC Dec 2015 - Current 8
Barclays Capital Inc. Washington, DC Feb 2013 - Current 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2012
Contact Info for Brandon R. Feldman
Phone Number: 314-342-2000
Registered State(s):
  • DC
  • TX
  • VA
By the Numbers
  • Total Assets Under Management
    132,551
    MILLIONS
  • Total Number of Accounts
    334,814
    ACCOUNTS
  • Average Account Value
    $395,894
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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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