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About this Advisor
Richard Feldstein is a financial advisor based in Woodland Hills, California, who has been in the industry for 25 years. Feldstein works at Morgan Stanley. During their career, the advisor has held roles at Morgan Stanley Private Bank, National Association, Citigroup Global Markets Inc and Morgan Stanley Smith Barney. Feldstein has a Series 63 license, certifying them as a securities broker, and is approved to work in California. Morgan Stanley is a company that has its headquarters in Woodland Hills, California. It has offices in 702 locations and a total of 26,000 people on staff. It administers $735 billion in assets under management between its 1,724,668 client accounts, placing it among the biggest firms in the country by assets under management. The firm provides services to 283 charitable organizations. Morgan Stanley provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees for financial advisory services typically vary depending on which services the firm provides the client. Fees billed by Morgan Stanley most likely consist of any blend of asset-based, fixed, commission-based and other fees.
Certifications and Registrations
Years of Experience
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Morgan Stanley Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Richard Feldstein Work History
Richard has 25 years of experience.
Morgan Stanley Private Bank, National Association
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
Richard Feldstein has disclosures.
Please visit their SEC profile for more details.