Joseph Isaac Feldman
Professional Summary
Joseph Isaac Feldman, who also goes by Joseph I. Feldman, is a registered financial advisor currently at TELSEY ADVISORY GROUP LLC located in New York, New York. Joseph is registered as a RR (Registered Representative) and started their career in finance in 2000. Joseph has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 86, Series 87, Series 7 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Joseph I. Feldman
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Videos & Posts
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Contact Information
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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
26 years in the financial services industry
Current & Past Employments
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Current Firm
TELSEY ADVISORY GROUP LLC | TELSEY CAPITAL GROUP LLC
Contact Information
Main Address
555 Fifth Ave. 7th Floor, New York, NY, 10017Mailing Address
555 Fifth Ave. 7th Floor, New York, NY, 10017Phone Number
(212) 973-9700Established
Delaware since 05/28/2008Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (19 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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
(3/11/2009)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
Series 87 — Research Analyst Exam - Part II Regulations Module
Passed Dec 2004About the Series 87 examSRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Joseph Isaac Feldman's CRS (Customer Relationship Summary).
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