GF
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Gregory Mark Feldman

23 Years of Experience
1 DisclosureBroker
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)
Firm Size
29 advisors
Number of Clients
705 clients
Average Client Portfolio
$64.2M average
Assets Under Management
$45.3B

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
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Location

Parkland, FL

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History

Regulatory History (1)
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Regulatory
June 2016
Final
Employment History
Current Registrations
Thornburg Investment Management INC
March 2017 - Present · 8 yrs 11 mos
Thornburg Securities LLC
February 2017 - Present · 9 yrs
Thornburg Securities LLCBroker
February 2017 - Present · 9 yrs
Previous Registrations
Lord, Abbett & CO. LLC
March 2004 - April 2016 · 12 yrs 1 mo
Lord Abbett Distributor LLCBroker
April 2003 - April 2016 · 13 yrs
Merrill Lynch Pierce Fenner & Smith INC.
December 2002 - March 2003 · 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
November 2001 - March 2003 · 1 yr 4 mos
State Registrations3 states
FLNMPR
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Gregory Mark Feldman - Financial Advisor | TrueAdvisor