FELDSTEIN FINANCIAL GROUP, LLC
Firm details
- Headquarters
- BASKING RIDGE, New Jersey
- CRD number
- 113988
- Registered since
- January 9, 2002
Firm profile
FINTRXOverview
Feldstein Financial Group, LLC is an owner-operated limited liability company that has been SEC-registered since 2002. Public records classify the firm as unclassified and indicate it is not structured as a capital allocator. The firm is not identified as an active ESG investor, is not registered as a multi-state adviser, and does not list pension consulting or related-adviser activity in available filings. Little additional detail about core advisory services, client types, or fee arrangements is provided in the source material.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 4CHRISTIAN MEZZACAPPA
Investment Advisor RepresentativeCRD 6317158
STEVEN FELDSTEIN
President And PrincipalCRD 1402510
JEFFREY FERRO
Assistant TraderCRD 4188075
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
BASKING RIDGE, NJ
SOMERSET
Location
BASKING RIDGE, NJ
Headquartered in BASKING RIDGE, NJ, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- SOMERSET
- Address
- 1 Shadowbrook Ln
- Time zone
- ET (UTC-5)
- Office locations
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