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Zvika Nmn Feldman

Investment adviser representative at 1818 Private Client Group, LLC
19 yearsExperience
1 stateRegistered in
$115.4MFirm assets
1 yearFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

19 years in the industry.

  1. 1818 Private Client Group, LLCSep 2021 to now
  2. UnemployedMar 2021 to Sep 2021
  3. Bank Leumi USA A.K.A Leumi Investment ServicesFeb 2007 to Mar 2021
  4. Leumi Investment ServicesFeb 2007 to Mar 2021

Exams passed

  • Series 66 · Uniform Combined State Law2007

State registrations

Registered as an investment adviser representative in 1 state (FL).

1818 Private Client Group, LLC

$115.4MAssets managed
22Clients
2Advisers
1 yearIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
5316260
Firm CRD
304110
Advisor's SEC record (opens in a new tab)
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