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Current Employers
Feldstein, Steven Dba Steven Feldstein & Associates

Basking Ridge, NJ • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APP_PEND_IARCE 2026-01-01
  • NJ RA
    APP_PEND_IARCE
    Since 2026-01-01

Branch Locations

Basking Ridge, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/1990 → Present
    Security Mutual Life
    Binghamton, NY
  • 12/1994 → Present
    First Allied Securities, Inc.
    New York, NY
  • 10/1999 → Present
    Feldstein Financial Group, Llc
    Basking Ridge, NJ
  • 02/1999 → Present
    Steven Feldstein
    Chester, NJ
Other Businesses

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.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1988-02-09
  • S63 Uniform Securities Agent State Law Examination
    1988-02-09
Designations

View on SEC IAPD

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