Andrew Todd Feldman

Employer firm

Legacy Wealth Partners, LLC CRD 333032

$646M regulatory AUM 30 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 04/2014 → 10/2022
  Dmk Advisor Group, Inc. Fka Stephen A. Kohn & Associates, Ltd.
  Lutz, FL
• 04/2014 → 04/2025
  Aveo Capital Partners, Llc
  Englewood, CO
• 03/2025 → Present
  Legacy Wealth Partners, Llc
  Lakewood, CO

Previous Registrations

• 2014-05-13 → 2025-04-01
  Aveo Capital Partners, Llc
  Englewood, CO
  Lakewood, CO
  Lakewood, CO
• 2010-04-22 → 2014-04-17
  Equitable Advisors, Llc
  Denver, CO
  Lakewood, CO
  Lakewood, CO

Other Businesses

~1) 7950 Miller Owner, LLC; Investment-related; Boulder, CO; Nature: a real estate development company; Relationship: <2% owner in limited partnership; Start date: 03/2022; Less than 1 hour/year. ~2) LEGACY WEALTH PARTNERS; Investment-related; Lakewood, CO; Insurance Agency; Insurance Agent; Start 05/2014; Approximately 15 hours/month devoted to insurance activity with all hours/month during securities trading hours. Fixed Insurance including, but not limited to, Life Insurance, Disability Insurance, and Non-variable Annuities. ~3) Pinery Owner, LLC; Investment-related; Longmont, Colorado; Nature: real estate development; Relationship: Limited Partner, Minority Owner with no active role; Start date: 11/2025; Less than 1 hour/year.

Exams

• S66 Uniform Combined State Law Examination
  2010-04-14