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AF

Andrew H. Feinman

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CRD#: 1302287
AF

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.

Andrew Howard Feinman, who also goes by Andy Feinman, was a registered financial professional .

Andrew is a previously registered financial professional and started their career in finance in 1984. Andrew had worked at 7 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Andy Feinman

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.
The advisor shows no other business activity.

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®
None

Experience


Past

May 22, 2009 - May 16, 2017

IAM CAPITAL CORPORATION

BD
CRD#: 45034
WESTPORT, CT
Past

October 17, 2006 - March 3, 2008

JANNEY MONTGOMERY SCOTT LLC

RIA
CRD#: 463
ALBANY, NY
Past

October 13, 2006 - March 3, 2008

JANNEY MONTGOMERY SCOTT LLC

BD
CRD#: 463
ALBANY, NY
Past

October 14, 1998 - December 31, 2005

FA ASSET MANAGEMENT INC.

RIA
CRD#: 110965
ALBANY, NY
Past

February 10, 1997 - October 18, 2006

GLEACHER & COMPANY SECURITIES, INC.

BD
CRD#: 298
ALBANY, NY
Past

June 3, 1994 - April 15, 1996

NATIXIS SECURITIES AMERICAS LLC

BD
CRD#: 1101
NEW YORK, NY
Past

September 3, 1991 - May 2, 1994

GLEACHER & COMPANY SECURITIES, INC.

BD
CRD#: 298
NEW YORK, NY
Past

May 1, 1990 - September 10, 1991

LADENBURG THALMANN & CO. INC.

BD
CRD#: 505
NEW YORK, NY
Past

November 1, 1984 - May 3, 1990

BREAN MURRAY & CO., INC.

BD
CRD#: 7541
NEW YORK, NY

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
IAR
Series 65
Date: 3/13/1997
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


IC
IAM CAPITAL CORPORATION
IAM CAPITAL CORPORATION

CRD#: 45034 / SEC#: , 8-50930

BD
Terminated by SEC on 11/25/2022
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Contact information


Main Address
Mailing Address
Phone number
Established
Connecticut since 03/25/1998
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
IRIDIAN ASSET MANAGEMENT LLCSHAREHOLDER
RAKER, TODD DUNKINCCO AND CEO2651603

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


IAM CAPITAL CORPORATION

CRD#: 45034

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