Todd Feldman
Todd Feldman is a CFP-designated registered investment advisor at Merit Financial Advisors, based in Rockville, MD, with 27 years of industry experience. Todd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 14,417 clients with $11B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Merit Financial Group charges an annual investment advisory fee of up to 2.50% of the assets in your account. This fee is negotiable and can depend on the investment advisor representative, the value of your account, the types of assets, the complexity of your portfolio, your financial situation, how actively your portfolio is traded, anticipated future assets, your relationship with the advisor, and any additional services you request. Clients of independent contractor advisors pay an additional platform fee of 0.25% or 0.35% depending on who manages the account.
Location
2099 Gaither Road, Suite 110, Rockville, MD, 20850
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Todd is involved in several business activities, including financial planning and investment advice through Obsidian Personal Planning Solutions, Inc. and LLC, and exit planning for business owners through Obsidian Business Planning Solutions, LLC. He also recommends insurance to clients through M Group Insurance and dedicates minimal time to this activity.
Employment History
Current Registrations
Merit Financial Advisors
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Osaic Wealth, INC.Broker
Obsidian Personal Planning Solutions, LLC
Triad Advisors LLCBroker
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
LPL Financial LLC
LPL Financial LLCBroker
MML Investors Services, LLC
MML Investors Services, LLCBroker
Brewer Investment Advisors LLC
Brewer Financial Services, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Nylife Securities LLCBroker
MML Investors Services, INC.Broker
The Leaders Group, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations4 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.