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 organized as a limited liability company and has been SEC-registered since 2002. The firm is owned by an individual and is classified in the source data as "unclassified." It does not identify itself as a capital allocator and is not designated as an active ESG investor. The firm is not listed as a multi-state adviser, newly formed adviser, pension consultant, or related adviser in the available record. The FINTRX entry does not provide detail on the firm's client segments, fee arrangement, or the specific advisory services it offers.
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 4
Christian 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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