David
Feldman
Sovereign Financial Group, Inc
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About this Advisor
David Feldman is a financial advisor based in Stamford, Connecticut, working with Sovereign Financial Group, Inc. David has previously held positions at Dr. Howard Feldman Facc Facp, Sovereign Financial Group, Inc, Newmark Capital, and Raymond James Financial Services Advisors, Inc. David has passed the Series 65 regulatory exam and is registered to provide services in New Jersey. Currently, David is part of Sovereign Financial Group, Inc, which operates out of Stamford, Connecticut. The firm has 18 offices and 24 employees. The firm manages assets totaling $716.9 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Sovereign Financial Group, Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sovereign Financial Group, Inc Brokerage Details
$716,898,042
24
2,998
$239,125
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
David Feldman Work History
Sovereign Financial Group, Inc
Dr. Howard Feldman Facc Facp
Raymond James Financial Services Advisors, Inc
Newmark Capital
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
Stuart, VA
Colorado Springs, CO
Hudson, NY
Yardley, PA
Northville, MI
Mayflower Mountain, UT
Smithtown, NY
Stamford, CT
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