Feldstein, Steven Dba Steven Feldstein & Associates

Feldstein, Steven Dba Steven Feldstein & Associates (CRD# 109022) is a financial advisory firm headquartered in , . They manage $119,979,711 in 525 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
http://financial-advisor.com
By the Numbers
  • Total Assets Under Management
    120
    MILLION
  • Total Number of Accounts
    525
    ACCOUNTS
  • Average Account Value
    $228,533
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
The map below shows states where this firm has explicit registration only.

CT, NJ, NY

Financial Advisors at Feldstein, Steven Dba Steven Feldstein & Associates
Showing 1 - 1 of 1 top financial advisors.
1
Steven Feldstein, financial advisor Basking Ridge NJ
Steven Feldstein
CRD#: 1402510
Basking Ridge, NJ

Steven Feldstein (CRD# 1402510) is an Investment Advisor Representative working at Feldstein, Steven Dba Steven Feldstein & Associates in Basking Ridge, NJ and has over 36 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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