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Richard Harvey Feldstein

Howard Capital Management Group, LLC

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About Richard Harvey Feldstein

Richard Harvey Feldstein is an Investment Advisor Representative with Howard Capital Management Group, LLC in Los Angeles, CA. Richard has been in the industry since 1999. Richard previously worked with AXA Advisors, LLC and 1717 Capital Management Company, before joining Howard Capital Management Group, LLC. Richard has Series 63 and 65 licenses and a Series 7 registration. Richard has specialized in Portfolio Management for Individuals and Portfolio Management for Businesses.

Firm Information

Richard Feldstein is currently registered with Howard Capital Management Group, LLC. Howard Capital Management Group, LLC is an investment advisor based in Los Angeles, California. They offer portfolio management services for individuals, businesses, and pooled investment vehicles, as well as other investment advisory functions. They currently manage approximately $1.98 billion in assets for a diverse clientele, including individuals, corporations, charitable organizations, and pension plans.
Howard Capital Management Group, LLC

11601 WILSHIRE BLVD

LOS ANGELES, CA 90025-1766

$1.98B

Assets Under Management

Not reported

Total Clients

7

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 businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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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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Richard Feldstein’s Registration & Firm History

CA

06/22/2021 - Present

Howard Capital Management Group, LLC (LOS ANGELES CA)

CA

04/05/2005 - 03/05/2007

AXA ADVISORS, LLC (SANTA MONICA CA)

DE

04/15/2003 - 01/04/2005

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

DE

01/10/2002 - 04/01/2002

1717 CAPITAL MANAGEMENT COMPANY (NEWARK DE)

MN

03/18/1999 - 01/11/2000

AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)

MN

03/18/1999 - 01/11/2000

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

IA

Issued 12/03/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/16/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/17/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Richard Harvey Feldstein.
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