CRD: 109022
Feldstein, Steven DBA Steven Feldstein & Associates
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- Custodian
- Pershing · RBC
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- 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.
Reported data analysis
What the numbers show
Between February 13, 2025 and February 24, 2026, reported AUM increased 15.2%, from $138.9M to $160.0M.
Across 5 reported observations, AUM increased 31.7% between March 30, 2022 and February 24, 2026, from $121.4M to $160.0M.
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 2 advisory representatives and 526 clients, or 263 clients per representative. That equates to $304.2K in reported AUM per client.
The profile lists 1 reported office location and 27 years in operation. The source data was last updated on February 24, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
STEVEN FELDSTEIN
Chief Compliance Officer, Managing Member
- CRD
- #1402510
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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Unlock allAssets Under Management
| 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
SMA allocation detail is available
Feldstein, Steven DBA Steven Feldstein & Associates has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.