Eric Felsenfeld, financial advisor San Diego CA
93 score

Eric Felsenfeld

CRD Number: 4496689
Current Firm: Chalice Wealth Advisors

Eric Felsenfeld (CRD# 4496689) is an Investment Advisor Representative working at Chalice Wealth Advisors in San Diego, CA and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Chalice Wealth Advisors San Diego, CA Oct 2017 - Current < 1
Niagara International Capital Limited San Diego, CA Oct 2017 - Current < 1
Foreword Strategies Bethesda, MD Jun 2009 - Current 8
H.beck Inc. Rockville, MD Sep 2009 - Oct 2017 8
Unemployed Germantown, MD May 2009 - Jun 2009 < 1
Td Waterhouse Investor Services Inc` Bethesda, MD Oct 2004 - Apr 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2002
Contact Info for Eric S. Felsenfeld
Phone Number: 800-535-6981
Registered State(s):
  • MD
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, MI, NJ, NY, OH, PA, TX, VA, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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