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SF

Samuel Feldman

CHICAGO, IL
Some features on this profile are disabled
CRD#: 6646549
SF
Samuel Feldman

Professional summary

Samuel Feldman, who also goes by Sam Feldman, was a registered financial advisor .

Samuel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Samuel had worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

At a Glance

Always Fiduciary

Aliases

Sam 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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

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

July 13, 2026 - Present

CHICAGO, IL
Past

February 12, 2018 - July 14, 2026

EDWARD JONES

RIA
CRD#: 250
CHICAGO, IL
Past

November 2, 2017 - July 14, 2026

EDWARD JONES

BD
CRD#: 250
CHICAGO, IL

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
Illinois
(7/13/2026)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 2/8/2018
Uniform Combined State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 11/2/2017
General Securities Representative Examination

Current firm

No current employment

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.

Company Information

No current employment

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