David Feldstein is a registered investment advisor, based in Rotonda West, FL, with 21 years of industry experience.
Location
Rotonda West, FL
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2016Other Business Activities
David is involved in several business activities, including serving on a school governance council (minimal time), owning Vita Financial (full-time), working as an advisory representative of an RIA called CIRA (full-time), acting as president of Boomer Concierge (a few hours per week), working as an agent (about a quarter of his time), and owning Luxopus Collective LLC DBA Veranovia (full-time). None of these activities appear to involve selling insurance products.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research, INC.
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations26 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.