David
Feldman
Sovereign Financial Group, Inc
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About this Advisor
David Feldman is a financial advisor based out of Stamford, Connecticut, with 4 years of industry experience. Feldman works at Sovereign Financial Group, Inc. Feldman has gained experience at Dr. Howard Feldman Facc Facp, Sovereign Financial Group, Inc, Newmark Capital and Raymond James Financial Services Advisors, Inc. Feldman holds a Series 65 license, certifying them as an investment advisor representative, and is able to serve investors in New Jersey. Sovereign Financial Group, Inc is a registered investment company that has its headquarters in Stamford, CT. The company has offices in 12 locations and a total of 21 employees. It handles $600 million in assets under management among its 2,525 client accounts, making it one of the bigger financial advisory firms in the nation by assets under management. The firm provides services to six charitable organizations. Of its 2,525 accounts, 19% belong to high-net-worth individuals who have greater than $1 million in assets. The advisory firm performs a few services, such as financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Financial advisory fees typically vary depending on which service is provided. Fees billed by Sovereign Financial Group, Inc most likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sovereign Financial Group, Inc Brokerage Details
$599,464,093
21
2,525
$237,412
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
David Feldman Work History
David has been registered as a financial advisor for 4 years.*
Sovereign Financial Group, Inc
Dr. Howard Feldman Facc Facp
Raymond James Financial Services Advisors, Inc
Newmark Capital
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of David Feldman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sovereign Financial Group, Inc
Colorado Springs, CO
Omaha, NE
Hudson, NY
Morrisville, PA
Stamford, CT
Stamford, CT
Smithtown, NY
Wethersfield, CT
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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