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Basking Ridge, NJ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Security Mutual Life | Binghamton | NY | 09/1990 | Present |
| First Allied Securities, Inc. | New York | NY | 12/1994 | Present |
| Feldstein Financial Group, Llc | Basking Ridge | NJ | 10/1999 | Present |
| Steven Feldstein | Chester | NJ | 02/1999 | Present |
STEVEN FELDSTEIN AND ASSOCIATES (SFA)AN INVESTMENT ADVISORY FIRM. SFA IS AN AFFILIATE OF FELDSTEIN FINANCIAL GROUP BOTH FIRMS RESIDE AT THE SAME ADDRESS 1 Shadowbrook Lane, Basking Ridge, NJ 07920. ALSO, WRITES INSURANCE WITH VARIOUS INSURANCE AGENCIES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-02-09 |
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