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 individually owned limited liability company that has been registered with the SEC as an investment adviser since 2002. The firm is recorded as an unclassified adviser and is not identified as a capital allocator or a multi-state adviser. Available records do not specify target client segments, fee schedules, specific advisory services, or portfolio construction approaches.
Assets & Accounts
Investments & Alternatives
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 4
Jeffrey Ferro
TraderCRD 4188075
Steven Feldstein
President And PrincipalCRD 1402510
Stuart Appelson
PrincipalCRD 2176520
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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