CRD: 109022
Feldstein, Steven DBA Steven Feldstein & Associates
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- Custodian
- Pershing · RBC
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-01-1999
- Office Locations
- 1
Office Locations
About Feldstein, Steven DBA Steven Feldstein & Associates
Steven Feldstein & Associates is an SEC-registered RIA serving retail clients (including entrepreneurs) with financial planning, estate planning, and insurance-aware portfolio guidance. The firm applies a long-term, fundamentals-first value discipline—seeking businesses trading below intrinsic value, book value, and free cash flow—and often implements portfolios with ETF-heavy allocations. Based in New Jersey with notice filings in CT, NJ, and NY.
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Owner & Executives
STEVEN FELDSTEIN
Chief Compliance Officer, Managing Member
- CRD
- #1402510
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $160,000,000 | $216,216 |
| Total | $160,000,000 | $216,216 |
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Separately Managed Accounts
Total SMA Asset: $160,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $660,086,638 | 10.6% |
| Municipal Bonds | $1,756,079,546 | 28.2% |
| U.S. Government/Agency | $1,413,581,762 | 22.7% |
| Cash | $1,643,989,362 | 26.4% |
| Derivatives | $753,495,125 | 12.1% |
| Total | $6,227,232,433 | 100.0% |