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David Joshua Feldman

Sovereign Financial Group, Inc.

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About David Joshua Feldman

David Feldman is an investment advisor representative at Sovereign Financial Group, Inc. David Feldman has been in the industry since 2001, starting with Dr. Howard Feldman FACC FACP. David Feldman has held a variety of roles over the years, including at Newmark Capital and Raymond James Financial Services Advisors, Inc. David Feldman obtained his Series 65 license in 2018. David Feldman's primary focus is on portfolio management for individuals and financial planning. David Feldman works with clients to help them achieve their financial goals. David Feldman is registered with the state of New Jersey. Sovereign Financial Group, Inc. has approximately $716,898,042 in assets under management. The firm provides a variety of services to its clients, including financial planning, educational seminars and selection of other advisers.

Firm Information

David Feldman is currently registered with Sovereign Financial Group, Inc.. Sovereign Financial Group, Inc. is a registered investment advisor based in Stamford, CT. The firm provides financial planning, portfolio management, and educational seminars to individuals, corporations, high-net-worth individuals, charitable organizations, and pension plans. The firm manages approximately $716.89 million in assets and has 16 investment advisor representatives.
Sovereign Financial Group, Inc.

35 WEST BROAD STREET

STAMFORD, CT 06902

$716.90M

Assets Under Management

56

Total Clients

15

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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David Feldman’s Registration & Firm History

CT

09/11/2019 - Present

Sovereign Financial Group, Inc. (STAMFORD CT)

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Licenses & Designations

IA

Issued 10/16/2018

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for David Joshua Feldman.
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