Feldstein, Steven Dba Steven Feldstein & Associates

Overview

Steven Feldstein & Associates is a single-owner wealth advisory and broker-dealer that manages a modest, equity-heavy book for individual and family clients. The firm combines financial planning with portfolio management for individuals, small businesses and institutional clients, and also provides pension consulting. It operates under a percentage-of-assets fee model and retains broker-dealer capabilities, which suggests a mix of advisory and execution services handled in-house. The advisory mandate is largely non-discretionary, so clients retain decision authority while the firm advises on allocations and implements trades when directed. Investment behavior is centered on liquid, exchange-traded instruments with a clear equity preference. The firm does not position itself as an active ESG investor, and it does not appear to run an extended program of external alternative fund allocations through named third-party managers. Given the mix of services — financial planning through to portfolio management and pension consulting — Steven Feldstein & Associates appears set up to serve clients who want hands-on guidance and choice preservation rather than full discretionary outsourcing.

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