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Michael Ellis Feldman

CMS Wealth Management

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About Michael Ellis Feldman

Michael Feldman is a financial advisor with CMS Wealth Management, working in the industry since 1986. Michael has been a registered investment advisor since 1991, serving clients in Pennsylvania and Texas. He has also been registered as a broker-dealer in several states. Michael's expertise includes financial planning, portfolio management, and pension consulting. He works with high-net-worth individuals, corporations, and other businesses.

Firm Information

Michael Feldman is currently registered with CMS Wealth Management. CMS Wealth Management is a wealth management firm located in WAYNE, PA. The firm has 3 licensed agents, 4 investment adviser representatives, and 4 registered representatives. It manages $358,219,935 in regulatory assets under management, primarily for high-net-worth individuals ($287,459,651), corporations or other businesses ($9,156,119), and individuals other than high-net-worth ($61,604,165). CMS Wealth Management provides financial planning, pension consulting, selection of other advisers, and portfolio management for individuals. The firm participates in wrap fee programs.
CMS Wealth Management

STRAFFORD BLDG FOUR, STE 300

WAYNE, PA 19087-3333

$358.22M

Assets Under Management

295

Total Clients

6

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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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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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Michael Feldman’s Registration & Firm History

PA

07/24/2014 - Present

CMS Wealth Management (WAYNE PA)

PA

11/24/1986 - 05/18/2010

EQUITY SERVICES, INC. (WAYNE PA)

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Licenses & Designations

BC

Issued 05/07/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/30/1999

Series 7 - General Securities Representative Examination

BC

Issued 09/07/1988

Series 22 - Direct Participation Programs Representative Examination

BC

Issued 11/21/1986

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Ellis Feldman.
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