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Keith Mitchell Feldman

Colorado Financial Service Corp.

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About Keith Mitchell Feldman

Keith Feldman is a financial advisor with Colorado Financial Service Corp. Keith has been a registered representative for over 30 years and is licensed in California, Colorado, and Florida. His experience includes providing financial planning and portfolio management services to individual investors.

Firm Information

Keith Feldman is currently registered with Colorado Financial Service Corp.. Colorado Financial Service Corp. is a Corporation that was formed on June 13, 2000 and is approved to operate in 53 states and the District of Columbia. The firm has 41 registered representatives, 22 investment adviser representatives, and 20 licensed agents. The firm manages approximately $44,055,697 in discretionary assets for 157 clients. Colorado Financial Service Corp. provides financial planning, portfolio management for individuals, and selection of other advisers.

$44.06M

Assets Under Management

Not reported

Total Clients

32

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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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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Keith Feldman’s Registration & Firm History

FL

06/09/2021 - Present

Colorado Financial Service Corp. (BOCA RATON FL)

UT

06/05/2019 - 08/30/2019

ALPINE SECURITIES CORPORATION (SALT LAKE CITY UT)

FL

01/25/2013 - 08/29/2018

DELANEY EQUITY GROUP LLC (PALM BEACH GARDENS FL)

FL

01/03/2011 - 12/12/2012

DELANEY EQUITY GROUP LLC (PALM BEACH GARDENS FL)

FL

05/26/2009 - 07/23/2010

ASSENT LLC (MIAMI BEACH FL)

WI

03/09/2009 - 05/21/2009

FREEDOM INVESTORS CORP. (BROOKFIELD WI)

FL

02/13/2007 - 06/04/2007

NORTH AMERICAN CLEARING, INC. (LONGWOOD FL)

FL

05/15/2006 - 11/17/2006

JW RICHARDS, INC (LONGWOOD FL)

FL

12/19/2005 - 05/11/2006

NORTH AMERICAN CLEARING, INC. (LONGWOOD FL)

FL

08/15/2005 - 11/29/2005

VIEWTRADE FINANCIAL (BOCA RATON FL)

FL

08/15/2005 - 11/29/2005

VIEWTRADE SECURITIES, INC. (BOCA RATON FL)

AL

05/06/2005 - 06/17/2005

AURA FINANCIAL SERVICES, INC. (BIRMINGHAM AL)

FL

08/10/2004 - 09/29/2004

GUNNALLEN FINANCIAL, INC (TAMPA FL)

NY

01/09/2004 - 08/10/2004

DELTA ASSET MANAGEMENT COMPANY, LLC (MINEOLA NY)

FL

05/22/2002 - 11/07/2002

PERAZA CAPITAL AND INVESTMENT, LLC (TAMPA FL)

NY

11/26/2001 - 02/19/2002

EQUITY TRADING ONLINE, LLC (NEW YORK NY)

NY

08/02/2001 - 11/16/2001

DELTA ASSET MANAGEMENT COMPANY, LLC (MINEOLA NY)

NY

05/15/2001 - 08/08/2001

PARKER FINANCIAL CORP. (VALLEY COTTAGE NY)

IL

03/26/2001 - 05/09/2001

CHICAGO INVESTMENT GROUP, INC. (CHICAGO IL)

MA

05/30/2000 - 10/11/2000

MUTUAL SERVICE CORPORATION (BOSTON MA)

TX

12/14/1999 - 02/29/2000

STANFORD GROUP COMPANY (HOUSTON TX)

FL

09/15/1999 - 12/13/1999

NATIONAL SECURITIES CORPORATION (BOCA RATON FL)

FL

09/16/1997 - 09/10/1999

CAPITAL INTERNATIONAL SECURITIES GROUP, INC. (MIAMI FL)

MO

02/20/1997 - 07/21/1997

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

FL

10/19/1995 - 12/24/1996

SUNCOAST CAPITAL GROUP, LTD. (FT. LAUDERDALE FL)

NJ

02/10/1995 - 09/18/1995

GILMORE SECURITIES & CO. (FORT LEE NJ)

NA

05/22/1987 - 01/10/1995

GRUNTAL & CO. INCORPORATED

NY

01/23/1986 - 01/10/1995

GRUNTAL & CO. INCORPORATED (NEW YORK NY)

NA

12/23/1986 - 04/21/1987

CARL MARKS & CO., INC.

NA

10/09/1985 - 12/21/1985

SHOCHET SECURITIES INC.

NA

08/14/1985 - 09/30/1985

R.H. STEWART & CO., INC.

NA

11/16/1984 - 07/08/1985

SHOCHET SECURITIES INC.

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Licenses & Designations

BC

Issued 05/20/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/08/2000

Series 4 - Registered Options Principal Examination

BC

Issued 08/04/2000

Series 53 - Municipal Securities Principal Examination

BC

Issued 12/15/1997

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 57TO - Securities Trader Exam

BC

Issued 08/29/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/14/2009

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 10/20/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Keith Mitchell Feldman. Review regulatory record here.
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