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).
Total Assets Under Management113MILLION
Total Number of Accounts926ACCOUNTS
Average Account Value$122,030
- 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
Steven Feldstein (CRD# 1402510) is an Investment Advisor Representative working at Feldstein, Steven Dba Steven Feldstein & Associates in Chester, NJ and has over 28 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.