Gil J. Feldman

THE ENTERPRISE INVESTMENT COMPANY

Farmington Hills, MI 48334

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CRD#: 3161075

Professional summary

Gil J Feldman, CFP® is a registered financial advisor currently at THE ENTERPRISE INVESTMENT COMPANY located in Farmington Hills, Michigan and THE ENTERPRISE SECURITIES COMPANY located in Farmington Hills, Michigan.

Gil is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Gil has worked at 4 firms and has passed the Series 65, Series 63, Series 79TO, SIE and Series 7 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.) JEWISH FEDERATION OF METROPOLITAN DETROIT, 6735 TELEGRAPH ROAD, BLOOMFIELD HILLS, MI 48301; ISRAEL & OVERSEAS COMMITTEE; NON-INVESTMENT RELATED. Detroit-Board Member of Foundation (volunteer position) 2.) Napco Inc. at 30301 Northwestern Hwy., Suite 200 Farmingotn Hills, MI 48334 Salaried Employee 30+ hours per week. 3.)ENTERPRISE INVESTMENT COMPANY AT 30301 N.W.HIGHWAY, SUITE 200, FARMINGTON HILLS, MI 48334. INVESTMENT ADVISER REP, ANALYZING AND ADVISING CLIENTS FOR THE RIA. 4.) Farber Hebrew Day School Yeshivat Akiva 21100 W 12 Mile Rd Southfield, MI 48076 President of Board of Directors Volunteer Position

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gil J Feldman's CRS (Customer Relationship Summary).

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®

CFP^®

Certified Financial Planner

Start date: 2012

Experience

Current

May 26, 2010 - Present

THE ENTERPRISE INVESTMENT COMPANY

Office #1: 30301 Northwestern Highway Suite 200, Farmington Hills, MI 48334

RIA

CRD#: 116889

Farmington Hills, MI

Current

December 15, 2006 - Present

THE ENTERPRISE SECURITIES COMPANY

Office #1: 30301 Northwestern Highway Suite 200, Farmington Hills, MI 48334

CRD#: 26598

Farmington Hills, MI

Past

March 9, 2000 - August 15, 2001

A. G. EDWARDS & SONS, INC.

CRD#: 4

ST. LOUIS, MO

Past

October 22, 1999 - December 8, 1999

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

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".

THE ENTERPRISE INVESTMENT COMPANY

PAPPAS FINANCIAL | THE ENTERPRISE INVESTMENT COMPANY

CRD#: 116889 / SEC#: 801-103471

RIA

Registered Investment Advisory firm - (7/24/2015 Approved)

Florida

Registered Investment Advisory firm - (11/20/2019 Terminated)

Michigan

Registered Investment Advisory firm - (8/26/2015 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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.

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

Michigan
(1/11/2010)

IAR

Michigan
(5/26/2010)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/12/2010

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 2/12/2008

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 79TO

Date: 1/2/2023

Investment Banking Registered Representative Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/14/2006

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

THE ENTERPRISE INVESTMENT COMPANY

PAPPAS FINANCIAL | THE ENTERPRISE INVESTMENT COMPANY

CRD#: 116889 / SEC#: 801-103471

RIA

Registered Investment Advisory firm - (7/24/2015 Approved)

Florida

Registered Investment Advisory firm - (11/20/2019 Terminated)

Michigan

Registered Investment Advisory firm - (8/26/2015 Terminated)

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Contact information

Main Address

30301 Northwestern Highway Suite 200, Farmington Hills, MI 48334

Mailing Address

Phone number

(248) 539-8282

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ENTERPRISE INVESTMENT CO. FORM ADV PART 2 (8/28/2025)

Regulatory assets under management

Total Number of Accounts	1,027
AUM (Assets Under Management)	$ 479,569,513

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.

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Advisor Monitoring

Firm Stability Insights

Gil J. Feldman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Gil J Feldman's CRS (Customer Relationship Summary).

Certified licenses

Experience

THE ENTERPRISE SECURITIES COMPANY

A. G. EDWARDS & SONS, INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

THE ENTERPRISE INVESTMENT COMPANY

State Registrations and Notice Filings

Exams

Series 65

Date: 3/12/2010

Series 63

Date: 2/12/2008

Series 79TO

Date: 1/2/2023

SIE

Date: 10/1/2018

Series 7

Date: 12/14/2006

FINRA

Current Firm

THE ENTERPRISE INVESTMENT COMPANY

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

THE ENTERPRISE INVESTMENT COMPANY

TRUST BUT VERIFY

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