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Michael E. Feldman

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CRD#: 1200174
MF

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Michael Ellis Feldman, CFP®, who also goes by Mike Feldman, was a registered financial professional .

Michael is a previously registered financial professional and started their career in finance in 1986. Michael had worked at 3 firms and has passed the Series 63, SIE, Series 7, Series 22 and Series 6 exams.

top-8-questions

Question & Answer


What are your service offerings?
Comprehensive Financial Planni...
Insurance Planning
Estate Planning
Investment Planning
Retirement Planning
Are you a "fiduciary"?
No

Aliases


Mike Feldman

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.CAPITAL MANAGEMENT SERVICES,INC. (CMS, INC.), LOCATED IN WAYNE PA. RIA. 1/86-PRES. PROVISION OF FEE BASED PLANNING SERVICES AND ASSET MANAGEMENT PROGRAMS DURING TRADING HRS. 2. Michael E. Feldman and Associates d/b/a Feldman Financial Group, 175 STRAFFORD AVE. WAYNE, PA, 19087, investment related; INSURANCE SALES (some being security related annuity business) SALES AND GENERAL AGENT; Start date: 1/15/80; Service description: sales and general agent; Duties: financial services with annuity business; Title: Owner; Time spent: minimal DURING TRADING HOURS.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Past

May 17, 2010 - October 1, 2025

APW CAPITAL, INC.

BD
CRD#: 43814
WAYNE, PA
Past

May 2, 1991 - August 6, 2025

CMS WEALTH MANAGEMENT

RIA
CRD#: 105903
WAYNE, PA
Past

November 24, 1986 - May 18, 2010

EQUITY SERVICES, INC.

BD
CRD#: 265
WAYNE, PA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 5/7/1986
Uniform Securities Agent State Law Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


AC
APW CAPITAL, INC.
APW CAPITAL, INC. | COMPREHENSIVE ASSET MANAGEMENT AND SERVICING, INC.

CRD#: 43814 / SEC#: , 8-50433

BD
Broker-Dealer Firm Regulated by FINRA (Woodbridge district office)
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Contact information


Main Address
100 Enterprise Drive, Suite 504, Rockaway, NJ 07866
Mailing Address
100 Enterprise Drive, Suite 504, Rockaway, NJ 07866
Phone number
(973) 394-0404
Established
New Jersey since 07/03/1997
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SMITH, TIMOTHY LIAMPRESIDENT & FINOP1407004
JENNINGS, CHRISTINASHAREHOLDER4360546
COUTANT, TONYA MARIECHIEF COMPLIANCE OFFICER4585494
JENNINGS, SEANSHAREHOLDER

Disclosures


Regulatory Event2
Arbitration1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


APW CAPITAL, INC.

CRD#: 43814

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Contact information


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