ZF
Zvika N. Feldman
1818 PRIVATE CLIENT GROUP
Aventura, FL 33180
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CRD#: 5316260
ZF
Professional summary
Zvika Nmn Feldman, who also goes by Zvi Feldman, Zvika Feldman, is a registered financial advisor currently at 1818 PRIVATE CLIENT GROUP, LLC located in Aventura, Florida.
Zvika is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2007. Zvika has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Zvi Feldman | Zvika Feldman
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. Rental Property: LZ INVESTMENT CAPITAL LLC / Investment related: No / Address: 1953 NW 72nd Way, Hollywood, FL 33024 / Description of the Business: a company which owns several rental properties and receives passive rental income/ Duties: Collect rental income from tenants / Position tittle: Manager (50% owner)/ Start date with the business: 05/02/2013/ Hours per month devoted to business during trading hours: 0 / Hours devoted to business outside trading hours 2 ; Percentage of total yearly compensation expected to be derived from the business: 1%. 2. Business Developer: ARI FINANCIAL GROUP / Investment Related: Yes / Address: 2980 NE 207th St #808, Aventura, FL 33180/ Description of the Business: Insurance Agency / Duties: Introducing clients to Ari Financial Group / Position title: Business Developer/ Start date with business: 01/02/2021 /Hours per month devoted to business during trading hours: 5 / Hours devoted to business outside trading hours: 15; Percentage of total yearly compensation expected to be derived from the business: 15 %. 3. Real Estate Venture: DEF 33 SE 4 LLC / Investment related: No / Address: 33 SE 4th St, Boca Raton FL 33432 / Description of the Business: Real estate land venture in Boca Raton, FL which will be dissolved in July 2023 / Duties: private loan Mr. Zvika Feldman gave two years ago backed by a real-estate property / Position Title: Member / Start date with business: 01/27/2022; Hours per month devoted to business during trading hours: 0 /Hours per month devoted to business outside trading hours: 0/ Percentage of total yearly compensation expected to be derived from the business: 0%.
CRS (Client Relationship Summary) - RIA
Click below to view Zvika Nmn 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
September 17, 2021 - Present
1818 PRIVATE CLIENT GROUP, LLC
Office #1: 2980 Ne 207th St Suite 809, Aventura, FL 33180RIA
CRD#: 304110
Aventura, FL
Past
July 18, 2007 - April 13, 2021
VALLEY FINANCIAL MANAGEMENT, INC.
RIA
CRD#: 105387
AVENTURA, FL
Past
May 16, 2007 - April 13, 2021
VALLEY FINANCIAL MANAGEMENT, INC.
BD
CRD#: 105387
AVENTURA, FL
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".
1P
1818 PRIVATE CLIENT GROUP, LLC
1818 PRIVATE CLIENT GROUP, LLC
CRD#: 304110 / SEC#: 801-132124
RIA
Registered Investment Advisory firm - (5/7/2025 Approved)Florida
Registered Investment Advisory firm - (6/13/2025 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.Highlighted states indicate IAR registrations
IAR
Florida(9/17/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
1P
1818 PRIVATE CLIENT GROUP, LLC
1818 PRIVATE CLIENT GROUP, LLC
CRD#: 304110 / SEC#: 801-132124
RIA
Registered Investment Advisory firm - (5/7/2025 Approved)Florida
Registered Investment Advisory firm - (6/13/2025 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
2980 Ne 207th St Suite 809, Aventura, FL 33180
Mailing Address
Phone number
(305) 684-8331
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 59 |
| AUM (Assets Under Management) | $ 107,905,169 |
Red Flags
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Company Information
1818 PRIVATE CLIENT GROUP, LLC
CRD#: 304110Aventura, FL 33180TRUST BUT VERIFY
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