Feldstein, Steven Dba Steven Feldstein & Associates

Feldstein, Steven Dba Steven Feldstein & Associates (CRD# 109022) is a financial advisory firm headquartered in Chester, NJ. They manage $113,000,000 in 926 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.


Financial Advisors at Feldstein, Steven Dba Steven Feldstein & Associates
Showing 1 - 1 of 1 top financial advisors.
Steven Feldstein
CRD#: 1402510
45 Seminary Avenue, Chester, NJ 07920

Steven Feldstein (CRD# 1402510) is an Investment Advisor Representative working at Feldstein, Steven Dba Steven Feldstein & Associates in Chester, NJ and has over 29 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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