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 with individual ownership. Public records provide minimal operational detail: the firm is classified as "unclassified" in the snapshot data and is not identified as a capital allocator, an active ESG investor, a multi-state adviser, a pension consultant, a related adviser, or newly formed. No advisory activities, fee schedules, or client segments are listed in the available profile.
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
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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