Robert Feldman
Robert Feldman is a registered investment advisor at Snowden Capital Advisors LLC, based in Pittsburg, PA, with 32 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 5,771 clients with $7.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SCA offers investment management through various programs, typically charging a wrap fee that covers investment advice, trade execution, custody, and reporting. This fee is negotiated with each client and usually ranges from 0.20% to 2.50% of the portfolio's value. In some cases, clients may pay an unbundled advisory fee of up to 3.00% per year, separate from brokerage commissions and transaction charges.
Location
2000 Smallman Street, Suite 203A, Pittsburg, PA, 15222
Get directionsHistory
Regulatory History (7)
Customer Dispute
October 2014Customer Dispute
April 2013Customer Dispute
January 2013Customer Dispute
January 2013Customer Dispute
October 2011Customer Dispute
October 2008Customer Dispute
September 2003Other Business Activities
Robert is a partner in Feldman Family Partnership LLC, investing in cryptocurrency through Binance.us. This requires minimal time and is not related to his investment business with SLP.
Employment History
Current Registrations
Snowden Capital Advisors LLC
Snowden Account Services LLCBroker
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Advest, INC.
Advest, INC.Broker
State Registrations24 states
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.