Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Todd? Claim Your ProfileTodd Michael Feldman is a financial advisor with over 25 years of experience in the industry. Todd is currently registered with Obsidian Personal Planning Solutions, LLC, and has previously worked with a number of other firms including TRIAD ADVISORS LLC, NATIONAL PLANNING CORPORATION, and LPL FINANCIAL LLC. Todd's experience and expertise have enabled him to build a successful practice, serving clients in the areas of financial planning, investment management, and insurance. Todd is a Certified Financial Planner and holds several industry designations. Todd is committed to helping clients reach their financial goals through personalized advice and strategies.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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MD
01/09/2024 - Present
Obsidian Personal Planning Solutions, LLC (ROCKVILLE MD)
MD
08/02/2017 - 08/23/2024
TRIAD ADVISORS LLC (Rockville MD)
MD
07/15/2016 - 08/02/2017
NATIONAL PLANNING CORPORATION (ROCKVILLE MD)
MD
01/02/2013 - 02/16/2016
LPL FINANCIAL LLC (ROCKVILLE MD)
VA
12/21/2010 - 12/31/2012
MML INVESTORS SERVICES, LLC (VIENNA VA)
VA
09/29/2009 - 11/05/2010
BREWER FINANCIAL SERVICES, LLC (RESTON VA)
VA
11/20/2007 - 08/12/2009
AMERIPRISE FINANCIAL SERVICES, INC. (VIENNA VA)
VA
04/13/2006 - 04/17/2007
NYLIFE SECURITIES LLC (RESTON VA)
MA
09/23/2005 - 02/23/2006
MML INVESTORS SERVICES, INC. (SPRINGFIELD MA)
CO
03/05/2004 - 07/19/2005
THE LEADERS GROUP, INC. (LITTLETON CO)
MA
02/05/2003 - 03/15/2004
BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)
NY
08/26/1996 - 11/26/2002
MORGAN STANLEY DW INC. (PURCHASE NY)
IA
Issued 02/08/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/30/1996
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/10/1996
Series 31 - Futures Managed Funds Examination
BC
Issued 08/23/1996
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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