Jeffrey
Feldman
Rochester Financial Services
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About this Advisor
Jeffrey Feldman is a certified financial planner operating out of Pittsford, New York with 2 years of relevant experience. Feldman works at Rochester Financial Services. They have spent their entire employment at Rochester Financial Services. Feldman is approved to serve investors in New York. Rochester Financial Services is an advisory firm with a branch in Pittsford, New York. It manages $231 million in assets under management among its 324 accounts, placing it among the mid-sized financial advisory firms in the United States by assets under management. Of its 324 client accounts, 23% are held by high-net-worth clients who have at least $1 million in assets. The company provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Financial advisory fees vary depending on which service is provided. Fees billed by Rochester Financial Services may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Rochester Financial Services Brokerage Details
$231,160,166
1
324
$713,457
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Jeffrey Feldman Work History
Jeffrey has been registered as a financial advisor for 2 years.*
Rochester Financial Services
*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 Jeffrey 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 Rochester Financial Services
Pittsford, NY
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
