CF
Charles J. Feldman
VALMARK ADVISERS
ANNAPOLIS, MD 21401
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CRD#: 205862
CF
Professional summary
Charles Jay Feldman is a registered financial advisor currently at VALMARK ADVISERS, INC. located in Annapolis, Maryland and VALMARK SECURITIES, INC. located in Annapolis, Maryland.
Charles is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1969. Charles has worked at 9 firms and has passed the Series 63, Series 7TO, SIE and Series 1 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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)MANAGE MY FAMILY'S PARTNERSHIPS OF INVESTMENTS///
2)CO-TTEE OF GILBERT R. GIORDANO TRUST(RECEIVE TTEE FEES)AND CO-DIRECTOR GIORDANO FAMILY FOUNDATION///
3)TTEE OF STEPHEN FAUST FAMILY ILIT (NO FEES RECEIVED)///
4) NAME OF BUSINESS: TTEE OF LIFE INSURANCE TRUST FOR EDWARD L. PERL; BUSINESS ADDRESS: 1206 WEST STREET, ANNAPOLIS, MD;NATURE OF BUSINESS: TTEE DURING LIFETIME OF GRANTOR OF LIFE INSURANCE TRUST; INVESTMENT RELATED: LIFE INSURANCE TRUST;START DATE: 04/1992; HOURS PER MONTH: 1; HOURS DURING TRADING HOURS: 0; POSITION: TTEE; CLIENT INVOLVEMENT: NO; DUTIES: AS TTEE FOR THIS LIFE INSURANCE TRUST WHILE EDWARD L. PERL IS LIVING I RECIEVE HIS GIFTS TO THE TRUST, DEPOSIT THE CHECKS, NOTIFY THE BENEFICIARIES OF THEIR WITHDRAWAL PRIVILEGE, PAY THE LIFE INSURANCE///
5) FAMILY OF CHARLES J. FELDMAN: PARTNERSHIPS; ADDRESS 3447 CONSTELLATION DR. DAVIDSONVILLE, MARYLAND 21035 ; MANAGE INVESTMENTS IN FAMILY PARTNERSHIPS THAT INCLUDE MY WIFE AND MY THREE SONS; POSITION/TITLE- CO-MANAGING MEMBER THAT IS GP OF FAMILY PARTNERSHIPS ; MANAGES INVESTMENT ASSETS AND FILE RETURNS; INVESTENT RELATED; STARTED 11/1994; FINANCIAL INTEREST-I AM PARTNER WITH MY WIFE AND 3 SONS IN THE FAMILY INVESTMENT PARTNERSHIPS AND A MEMBER FO THE MANAGEMENT LLC1-5 HOURS PER MONTH; NO COMP///
6) JULIA L. FELDMAN FAMILY TRUST A; 3447 CONSTELLATION DR., DAVIDSONVILLE, MARYLAND 21035 TRUSTEE OF TRUST FOR MY BROTHER JEROME I. FELDMAN OF TRUST ESTABLISHED BY OUR MOTHER (DECEASED 8 APRIL 2015) OPERATION OF TRUST BEGAN IN 2016; TRUSTEE; MANAGES INVESTMENT ASSETS OF THE TRUST; NO COMP
7) 50% Owner of 338 CP, LLC that owns residential townhouse rental: YES Investment related: 7/13/2013 Start Date; Aproximate 1-5 hrs per month; no compensation
CRS (Client Relationship Summary) - RIA
Click below to view Charles Jay Feldman's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
May 28, 2002 - Present
VALMARK ADVISERS, INC.
Office #1: 1206 West Street, Annapolis, MD 21401RIA
CRD#: 108050
ANNAPOLIS, MD
Current
July 12, 2001 - Present
VALMARK SECURITIES, INC.
Office #1: 1206 West Street, Annapolis, MD 21401BD
CRD#: 31243
Annapolis, MD
Past
July 22, 1998 - July 11, 2001
OGILVIE SECURITY ADVISORS CORPORATION
BD
CRD#: 10105
CHICAGO, IL
Past
October 4, 1995 - November 23, 1998
WALNUT STREET SECURITIES, INC.
BD
CRD#: 15840
EL SEGUNDO, CA
Past
January 12, 1994 - October 4, 1995
MID ATLANTIC INVESTOR SERVICES, INC.
BD
CRD#: 31002
WASHINGTON, DC
Past
December 18, 1990 - January 13, 1994
FERRIS, BAKER WATTS, LLC
BD
CRD#: 285
BALTIMORE, MD
Past
December 10, 1987 - December 19, 1990
ARUNDEL SECURITIES, INC.
BD
CRD#: 13050
Past
June 19, 1983 - December 17, 1984
AETNA LIFE INSURANCE AND ANNUITY COMPANY
BD
CRD#: 13256
Past
April 22, 1969 - November 20, 1987
CLARK MELVIN SECURITIES CORPORATION
BD
CRD#: 1462
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(7/11/2013)
RR
Colorado(1/27/2017)
RR
Delaware(1/29/2010)
RR
District of Columbia(1/3/2005)
IAR
District of Columbia(12/21/2005)
RR
Florida(4/17/2015)
RR
Georgia(9/8/2016)
RR
Maryland(7/12/2001)
IAR
Maryland(5/28/2002)
RR
Montana(6/24/2021)
RR
New Jersey(9/19/2005)
IAR
New Jersey(9/19/2005)
RR
New York(3/23/2010)
RR
North Carolina(3/14/2014)
IAR
North Carolina(9/2/2014)
RR
Ohio(7/15/2015)
RR
Pennsylvania(2/11/2013)
RR
South Carolina(6/5/2017)
RR
Texas(3/11/2019)
RR
Virginia(7/12/2001)
IAR
Virginia(11/16/2005)
RR
Washington(7/6/2009)
RR
West Virginia(6/16/2015)
RR
Wyoming(1/3/2023)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
RR
Series 1
Date: 6/12/1968
Registered Representative ExaminationSRO Registrations
RR
FINRA
Current Firm
VA
VALMARK ADVISERS, INC.
VALMARK ADVISERS INC | VALMARK ADVISERS, INC.
CRD#: 108050 / SEC#: 801-55564
RIA
Registered Investment Advisory firm - (5/29/1998 Approved)Wyoming
Registered Investment Advisory firm - (8/11/2017 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
130 Springside Drive Suite 300, Akron, OH 44333
Mailing Address
Phone number
(800) 765-5201
Established
Firm type
Fiscal year end
# of Employees
275
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 19,096 |
| AUM (Assets Under Management) | $ 8,379,181,235 |
Red Flags
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Company Information
VALMARK ADVISERS, INC.
CRD#: 108050Annapolis, MD 21401TRUST BUT VERIFY
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Contact information
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