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Jeffrey Mark Feldman

Rochester Financial Services

Pittsford, NY

CRD 2871630

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Employer firm

Rochester Financial Services CRD 107956

$341M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Rochester Financial Services

Pittsford, NY • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-07-13
  • NY RA
    APPROVED
    Since 2021-07-13

Branch Locations

Pittsford, NY • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rochester Financial Services Pittsford NY 09/1993 Present
Designations
  • Certified Financial Planner

View on SEC IAPD

More in Pittsford, NY

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