Gary Feldman
Gary Feldman is a registered investment advisor at Grand Ridge Capital, LLC, based in Roseland, NJ, with 35 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 9 clients with $4.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Grand Ridge Capital charges an annual fee based on a percentage of the value of your investments. The annual fee varies between 0.50% and 2.00%, depending on the amount you invest and the type of investment management services provided. This fee does not include brokerage commissions or other transaction fees. Clients will receive a billing notice each quarter detailing how the fee was calculated.
Location
101 Eisenhower Pkwy, Suite 300, Roseland, NJ, 07068
Get directionsHistory
Regulatory History (5)
Regulatory
December 2012Customer Dispute
April 2008Customer Dispute
June 2001Employment Separation After Allegations
November 1996Customer Dispute
January 1991Other Business Activities
Gary is a managing member of Grand Ridge Capital LLC, a registered investment advisor. This activity is investment-related and takes up his full-time.
Employment History
Current Registrations
Grand Ridge Capital, LLC
Previous Registrations
J.H. Darbie & CO., INC.Broker
Oberon Securities, LLCBroker
Murphy & DurieuBroker
Murphy & DurieuBroker
Andrew, Alexander, Wise & Company IncorporatedBroker
Gemini Financial CorporationBroker
Gruntal & CO., L.L.C.Broker
Ladenburg, Thalmann & CO., INC.Broker
Rickel & Associates, INC.Broker
Oppenheimer & CO., INC.Broker
Bear, Stearns & CO. INC.Broker
Shearson Lehman Hutton INC.Broker
E. F. Hutton & Company INCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.