Feldstein Financial Group, LLC

Broker-DealerFINRA MemberEst. 2002
Total AUM
Advisory reps
4
Avg account
$0

Firm details

Headquarters
Basking Ridge, New Jersey
CRD number
113988
Registered since
January 9, 2002

Firm profile

FINTRX

Overview

Feldstein Financial Group, LLC is organized as a limited liability company and has been SEC-registered since 2002. The firm is owner-operated (individual owner) and is recorded in public filings as an unclassified adviser. It does not present itself as a capital allocator or a related adviser. The firm is not identified as an active ESG investor, nor as a multi-state or newly formed adviser. It likewise is not listed as providing pension consulting. Public disclosures linked to this profile do not include a detailed description of fee schedules, advisory products, or targeted client segments.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Contacts

3 of 4
  • Jeffrey Ferro

    Jeffrey Ferro

    Assistant TraderCRD 4188075

  • Steven Feldstein

    President And PrincipalCRD 1402510

  • Stuart Appelson

    PrincipalCRD 2176520

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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