Managing Principal/chief Compliance Officer · 1818 Private Client Group, LLC
Zvika N. Feldman
CRD 5316260 · Named on Form ADV at one SEC-registered adviser
At a glance
1818 Private Client Group, LLC, an SEC-registered wealth manager based in Aventura, FL with $115 million in regulatory assets, lists Zvika N. Feldman on its Form ADV as Managing Principal/chief Compliance Officer, a control person.
Firms and roles
- 1818 Private Client Group, LLCManaging Principal/chief Compliance OfficerWealth manager · Aventura, FL · $115M in regulatory assets
AtlasMembers
Zvika’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Zvika’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.