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Howard Michael Feldman

March Capital Corp.

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About Howard Michael Feldman

Howard Feldman is a Managing Director at March Capital Corp., a firm that has a strong track record of providing portfolio management for individuals. Howard has over 20 years of experience in the financial services industry and holds a variety of licenses and certifications. He is a highly knowledgeable advisor with a proven track record of success in helping clients achieve their financial goals. Prior to joining March Capital Corp., Howard was a Managing Director at Feldman Advisors, LLC, a firm where he provided advice on investments and other strategic matters. Howard's expertise in the financial services industry spans over 20 years.

Firm Information

Howard Feldman is currently registered with March Capital Corp.. March Capital Corp. is a corporation registered with the SEC and in 25 states. It was formed on September 5, 1990, and provides portfolio management for individuals. The firm has 4 investment adviser representatives and manages approximately $83,479,520 in regulatory assets under management. The firm's primary client base consists of high-net-worth individuals and individuals other than high-net-worth, with assets under management of $79,593,503 and $3,886,017 respectively.

$83.48M

Assets Under Management

Not reported

Total Clients

13

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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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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percentage of assets

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

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Howard Feldman’s Registration & Firm History

IL

04/23/2020 - Present

March Capital Corp. (HIGHLAND PARK IL)

NC

07/01/2003 - 07/14/2008

WACHOVIA CAPITAL MARKETS, LLC (CHARLOTTE NC)

MO

10/01/1999 - 07/01/2003

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

NC

09/17/1998 - 10/01/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

NY

05/21/1998 - 08/11/1998

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

IL

01/22/1996 - 04/27/1998

FIRST CHICAGO CAPITAL MARKETS, INC. (CHICAGO IL)

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Licenses & Designations

BC

Issued 12/13/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 01/02/2023

Series 39 - Direct Participation Programs Principal Examination

BC

Issued 04/03/2004

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 01/02/2023

Series 62 - Corporate Securities Limited Representative Examination

BC

Issued 01/02/2023

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 01/02/2023

Series 72 - Government Securities Representative Examination

BC

Issued 01/02/2023

Series 22TO - Direct Participation Programs Representative Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 01/02/2023

Series 82TO - Limited Representative-Private Securities Offerings

BC

Issued 01/02/2023

Series 42 - Registered Options Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/19/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Howard Michael Feldman.
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