Andrew Paul Feldman

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 07/2004 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 07/2004 → Present
  Andrew Feldman Associates, Inc.
  New York, NY
• 03/2005 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2002-09-17 → 2004-07-07
  Chase Investment Services Corp.
  New York, NY

Other Businesses

1) ANDREW FELDMAN ASSOCIATES, INC, 185 FROEHLICH FARM BLVD, WOODBURY, NY, INDEPENDENT INSURANCE AGENT FOR VARIOUS INDEPENDENT INSURANCE COMPANIES, 07/06/04, INV REL, PRESIDENT, 1/WK- 1/TRADING 2) BOARD MEMBER OF SYOSSET SCHOOL DISTRICT, 99 PELL LANE SYOSSET NY, 3/2015. NIR, 3 HR/MO 0 HR/MO TRADING 3) CIRA, 1776 PLEASANT PLAIN RD FAIRFIELD IA, AS ADVISORY REP OF A RIA. INV REL, 40 HR/WK 6 HR/ WK TRADING, 04/2005

Exams

• S65 Uniform Investment Adviser Law Examination
  2002-09-15
• S63 Uniform Securities Agent State Law Examination
  1987-10-02

Other Names

• Andy Feldman