IF

Isaac Rosengard Feldstein

IAR
RR
isaac r feldstein,isaac feldstein
Name or #CRD
Location
Firm name
Credentials
Advisor type
Disclosures
OVERVIEW

Isaac Rosengard Feldstein, who also goes by Isaac R Feldstein, Isaac Feldstein, is a registered financial advisor at MORGAN STANLEY located in Menlo Park, California.

Isaac is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Isaac has worked at 1 firm and has passed the Series 66, Series 7TO and SIE exams.

Disclosures
Before working with a financial advisor, it is imperative to see whether or not they have any disclosures and if they do, whether or not you are comfortable with the disclosures that are on their record.
Disclosures in the financial services industry fall under the following categories: criminal or civil penalties, customer disputes, fines, regulatory actions, financial, civil bonds, liens, separations with employers or judgments.
Please watch the video below to get a better understanding of what disclosures are and what they look like, then click the button underneath that to get immediate access to see whether or not this financial advisor has any disclosures.

Advisor Information

ADVISOR PROFILE
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CREDENTIALS
CREDENTIALS (0)
STATE SECURITY LAW EXAM ()
GENERAL INDUSTRY/PRODUCTS EXAM ()
PRINCIPAL/SUPERVISORY EXAM ()
STATE REGISTRATIONS (55)
Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming
RR
Alabama (3/9/2023)
RR
Alaska (3/9/2023)
RR
Arizona (4/22/2022)
RR
Arkansas (3/9/2023)
RR
California (10/11/2021)
IAR
California (10/11/2021)
RR
Colorado (4/22/2022)
RR
Connecticut (3/9/2023)
RR
Delaware (4/22/2022)
RR
District of Columbia (3/9/2023)
RR
Florida (4/22/2022)
RR
Georgia (4/22/2022)
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Hawaii (4/22/2022)
RR
Idaho (4/22/2022)
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Illinois (4/22/2022)
RR
Indiana (3/9/2023)
RR
Iowa (4/22/2022)
RR
Kansas (4/22/2022)
RR
Kentucky (4/22/2022)
RR
Louisiana (4/22/2022)
RR
Maine (3/9/2023)
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Maryland (4/22/2022)
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Massachusetts (4/22/2022)
RR
Michigan (4/22/2022)
RR
Minnesota (4/22/2022)
RR
Mississippi (3/9/2023)
RR
Missouri (4/22/2022)
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Montana (4/25/2022)
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Nebraska (3/9/2023)
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Nevada (4/22/2022)
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New Hampshire (3/9/2023)
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New Jersey (4/22/2022)
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New Mexico (4/22/2022)
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New York (4/22/2022)
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North Carolina (4/22/2022)
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North Dakota (4/22/2022)
RR
Ohio (4/23/2022)
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Oklahoma (3/9/2023)
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Oregon (4/22/2022)
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Pennsylvania (4/22/2022)
RR
Puerto Rico (3/9/2023)
RR
Rhode Island (4/22/2022)
RR
South Carolina (3/9/2023)
RR
South Dakota (3/9/2023)
RR
Tennessee (4/22/2022)
RR
Texas (4/22/2022)
IAR
Texas (4/26/2022)
RR
Utah (3/9/2023)
RR
Vermont (3/9/2023)
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Virgin Islands (3/9/2023)
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Virginia (3/9/2023)
RR
Washington (4/22/2022)
RR
West Virginia (3/9/2023)
RR
Wisconsin (3/9/2023)
RR
Wyoming (3/9/2023)
SRO REGISTRATIONS (4)
RR
FINRA APPROVED
RR
NYSE American LLC APPROVED
RR
Nasdaq Stock Market APPROVED
RR
New York Stock Exchange APPROVED

Firm Information

Some financial advisors may work at more than one firm. Click the employer below (current or previous) to view their data
CURRENT EMPLOYERS
RIA
MORGAN STANLEY (#149777)
2882 Sand Hill Road Suite 200, Menlo Park, CA, 94025
10/11/2021 - Current
BD
MORGAN STANLEY (#149777)
2882 Sand Hill Road Suite 200, Menlo Park, CA, 94025
9/22/2021 - Current
PREVIOUS EMPLOYER (0)
IF
Claim Profile

Isaac Rosengard Feldstein

IAR
RR
Experience: 2 years / 1 firms
CRD#: 7004365


LOCATION
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As featured in USA Today
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As featured in Financial Planning
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