Andrew T. Feldman

LEGACY WEALTH PARTNERS

LAKEWOOD, CO 80228

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CRD#: 4991249

Professional summary

Andrew Todd Feldman is a registered financial advisor currently at LEGACY WEALTH PARTNERS, LLC located in Lakewood, Colorado.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Andrew has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 6 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) 7950 Miller Owner, LLC; Investment-related; Boulder, CO; Nature: a real estate development company; Relationship: <2% owner in limited partnership; Start date: 03/2022; Less than 1 hour/year. ~2) 4160 Busch Owner, LLC; Investment-related; Boulder; CO; Nature: a real estate development company; Relationship: Approx. 2% Owner/investor of 4160 Busch Owner, LLC. A Colorado limited liability company formed to develop real estate; Start date: 11/2021; Less than 1 hour/year. ~3) LEGACY WEALTH PARTNERS; Investment-related; Lakewood, CO; Insurance Agency; Insurance Agent; Start 05/2014; Approximately 15 hours/month devoted to insurance activity with all hours/month during securities trading hours. Fixed Insurance including, but not limited to, Life Insurance, Disability Insurance, and Non-variable Annuities.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew 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®

None

Experience

Current

March 3, 2025 - Present

LEGACY WEALTH PARTNERS, LLC

Office #1: 215 Union Blvd. Suite 215, Lakewood, CO 80228

RIA

CRD#: 333032

LAKEWOOD, CO

Past

May 13, 2014 - April 1, 2025

AVEO CAPITAL PARTNERS, LLC

RIA

CRD#: 157728

Lakewood, CO

Past

April 17, 2014 - October 5, 2022

DMK ADVISOR GROUP, INC.

CRD#: 41067

Greenwood Village, CO

Past

April 22, 2010 - April 17, 2014

EQUITABLE ADVISORS, LLC

RIA

CRD#: 6627

DENVER, CO

Past

February 2, 2010 - April 17, 2014

EQUITABLE ADVISORS, LLC

CRD#: 6627

DENVER, CO

Past

May 18, 2009 - December 1, 2009

TRANSAMERICA CAPITAL, LLC

CRD#: 8217

DENVER, CO

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

Colorado
(3/3/2025)

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 66

Date: 4/14/2010

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 2/1/2010

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/15/2009

Investment Company Products/Variable Contracts Representative Examination

Current Firm

LEGACY WEALTH PARTNERS, LLC

CRD#: 333032 / SEC#: 801-131757

RIA

Registered Investment Advisory firm - (1/3/2025 120-Day Approval)

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Contact information

Main Address

215 Union Blvd. Suite 215, Lakewood, CO 80228

Mailing Address

Phone number

(720) 552-8287

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (1 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

LEGACY WEALTH PARTNERS, LLC FORM ADV BROCHURE (4/29/2025)

Regulatory assets under management

Total Number of Accounts	2,001
AUM (Assets Under Management)	$ 563,852,455

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

Andrew T. Feldman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

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

Certified licenses

Experience

AVEO CAPITAL PARTNERS, LLC

DMK ADVISOR GROUP, INC.

EQUITABLE ADVISORS, LLC

EQUITABLE ADVISORS, LLC

TRANSAMERICA CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/14/2010

SIE

Date: 10/1/2018

Series 7

Date: 2/1/2010

Series 6

Date: 5/15/2009

Current Firm

LEGACY WEALTH PARTNERS, LLC

Contact information

SEC notice filing (1 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

LEGACY WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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