Joshua R Feigelman

Employer firm

Merrill Lynch, Pierce, Fenner & Smith Incorporated CRD 7691

$1.78T regulatory AUM 16,844 advisory clients

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars
• PERFORMANCE MEASUREMENT REPORTS, ALLOCATION MODELING, IPS, RESEARCH REPORTS AND SERVICES, SEE SCHEDULE D

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

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

Current Employers

Employment History

• 06/2012 → Present
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boca Raton, FL
• 09/2012 → Present
  Bank Of America, N.A.
  Boca Raton, FL

Previous Registrations

• 2012-01-19 → 2012-05-31
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Other Businesses

I*111438 For profit or not for profit: For-Profit Organization Name of outside business organization: Isagenix Investment related: N Address of business: Boca Raton, Florida 33496 Nature of business: LLC, Position, title, association: Family Held, Start date of relationship: 1/10/2018 Number of hours devoted: 0 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: My wife is going to begin selling dietary supplements and personal care products. We would like to jointly own the sales proceeds. The sales would also report under my SSN. I would not be actively involved in the business. I*951374 For profit or not for profit: Entity For Profit Name of outside business organization: Feigelman Realty LLC Investment related: N Address of business: Boca Raton, Florida, 33432 Nature of business: ["Limited Liability Company"] Position, title, association: ["General Partner/Managing Member"], Start date of relationship: 8/16/2022 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , I intend to purchase a multi-family property and rent it out. My responsibilities would include determining the property to purchase and hiring a property manager to run the day to day.

Exams

• S66 Uniform Combined State Law Examination
  2012-01-18

Other Names

• Joshua Ranon Feigelman