Steven Louis Feliciano

Employer firm

Hennion & Walsh Asset Management, Inc. CRD 126236

$769M regulatory AUM 13 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 11/2016 → Present
  Hennion & Walsh, Inc.
  Parsippany, NJ
• 05/2016 → Present
  Paul Miller Audi
  Parsippany, NJ

Other Businesses

Paul Miller Audi, non investment related, part time administrative assistant approx. 18 hours per month on weekends

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-01-28
• S63 Uniform Securities Agent State Law Examination
  2017-03-30