Eric T. Feldman

FINANCIAL FUTURES

Wall Township, NJ

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CRD#: 4160844

Professional summary

Eric Todd Feldman, CFP® is a registered financial advisor currently at FINANCIAL FUTURES located in Wall Township, New Jersey.

Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Eric has worked at 2 firms and has passed the Series 65 exam.

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.

I am the sole member and devote a substantial amount of time (20 hours per week) to Four15 Advisors, LLC. This is a tax preparation firm for individuals and small businesses. This business is conducted out of residence.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Todd 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: 2017

Experience

Current

September 13, 2018 - Present

FINANCIAL FUTURES

RIA

CRD#: 128900

Wall Township, NJ

Past

March 24, 2016 - December 31, 2018

ODIGO FINANCIAL, LLC

RIA

CRD#: 282578

WALL TOWNSHIP, 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".

FINANCIAL FUTURES

FINANCIAL FUTURES | FINANCIAL FUTURES LLC | FINANCIAL FUTURES LIMITED LIABILITY COMPANY

CRD#: 128900 / SEC#: 801-120637

RIA

Registered Investment Advisory firm - (3/29/2021 Approved)

California

Registered Investment Advisory firm - (7/16/2021 Terminated)

New Jersey

Registered Investment Advisory firm - (6/16/2021 Terminated)

New York

Registered Investment Advisory firm - (6/16/2021 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.

Highlighted states indicate IAR registrations

IAR

New Jersey
(9/13/2018)

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 1/12/2016

Uniform Investment Adviser Law Examination

Current Firm

FINANCIAL FUTURES

FINANCIAL FUTURES | FINANCIAL FUTURES LLC | FINANCIAL FUTURES LIMITED LIABILITY COMPANY

CRD#: 128900 / SEC#: 801-120637

RIA

Registered Investment Advisory firm - (3/29/2021 Approved)

California

Registered Investment Advisory firm - (7/16/2021 Terminated)

New Jersey

Registered Investment Advisory firm - (6/16/2021 Terminated)

New York

Registered Investment Advisory firm - (6/16/2021 Terminated)

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Contact information

Main Address

River Place Executive Center 1027 Nj-70, Suite 201, Brielle, NJ 08730

Mailing Address

Phone number

(732) 722-7289

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FINANCIAL FUTURES, LLC BROCHURE (3/7/2025)

Regulatory assets under management

Total Number of Accounts	679
AUM (Assets Under Management)	$ 217,381,717

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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Eric T. Feldman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eric Todd Feldman's CRS (Customer Relationship Summary).

Certified licenses

Experience

FINANCIAL FUTURES

ODIGO FINANCIAL, LLC

Primary Firm SEC Registration

FINANCIAL FUTURES

State Registrations and Notice Filings

Exams

Series 65

Date: 1/12/2016

Current Firm

FINANCIAL FUTURES

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

FINANCIAL FUTURES

TRUST BUT VERIFY

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