David Michael Feldman
Professional Summary
David Michael Feldman, who also goes by David Feldman, was a registered financial advisor. David was a previously registered financial professional and started their career in finance 1992 - 2024. David had worked at 7 firms and has passed the Series 65, Series 66, Series 63, Series 7, Series 6, Series 3, Series 24 and Series 26 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
David Feldman
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
No current employment
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Years of Experience
38 years in the financial services industry
Current & Past Employments
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Current Firm
BOULDER VIEW CAPITAL | BOULDER VIEW CAPITAL LLC
Contact Information
Main Address
42469 Redstone Terrace, Brambleton, VA 20148Phone Number
(480) 859-6896# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
4AUM (Assets Under Management)
$1,000,000Similar Advisors
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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.
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State Registrations and Notice Filings
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 6 — Investment Company Products/Variable Contracts Representative Examination
Passed Oct 1992About the Series 6 examSeries 26 — Investment Company Products/Variable Contracts Principal Examination
Passed Jun 1997About the Series 26 examSimilar Advisors
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CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.Similar Advisors
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