Drew Feldman

Employer firm

Core Planning CRD 154660

$525M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2016 → 07/2020
  Self Employed
  Plano, TX
• 07/2020 → 08/2021
  Self Employed
  Knoxville, TN
• 08/2021 → 11/2024
  Self Employed
  Pittsburgh, PA
• 11/2024 → Present
  Self Employed
  Los Angeles, CA
• 11/2025 → Present
  Core Planning
  Los Angeles, CA

Other Businesses

(1) Drew Feldman/Free Lunch Films; Not Investment Related; Filmmaking; Owner/Director; Start 01/2014; 80 hours/month; 40 hours/month during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-11-13

Other Names

• Doron Drew Feldman