Todd Feldman Location
- Rockville, MD, US
Todd Feldman Work
- 2025 -now Partner @
- 2016 -2025 CERTIFIED FINANCIAL PLANNER™, CExP™, Partner @
- 2012 -2016 CERTIFIED FINANCIAL PLANNER™ @
- 2004 -2012 Director @ The Business & Estate Planning Group
- 2003 -2004 Financial Advisor @ Banc of America Investment Services
- 1996 -2002 Associate Vice President @
Todd Feldman Education
- Penn State University
B.S. (Finance)
1991-1995 - The American College of Financial Services
Todd Feldman Summary
- Todd Feldman, based in Rockville, MD, US, is currently a Partner at Merit Financial Advisors. Todd Feldman brings experience from previous roles at Obsidian Planning Solutions, LPL Financial, The Business & Estate Planning Group and Banc of America Investment Services. Todd Feldman holds a 1991 - 1995 B.S. in Finance @ Penn State University.
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