Andrew Todd Feldman
Investment Adviser Representative at Legacy Wealth Partners, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Andrew Todd Feldman is an investment adviser representative with Legacy Wealth Partners, LLC in Lakewood, CO, where they have been registered since 2025. They have worked in the securities industry since 2009 and have been registered with 3 firms, including AVEO Capital Partners, LLC and AXA Advisors, LLC. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 6 (investment company and variable products). They are registered to provide investment advice in Colorado.
Office
Advisors at this office: 9
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Colorado
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- DMK Advisor Group, Inc. FKA Stephen A. Kohn & Associates, Ltd.Apr 2014 – Oct 2022Lutz, FL
- AVEO Capital Partners, LLCApr 2014 – Apr 2025Englewood, CO
- Legacy Wealth Partners, LLCMar 2025 – no end date reportedLakewood, CO
Official records & sources
Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Legacy Wealth Partners, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Estimated blended rate
- 0.015
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Personal planning, investment management, estate planning, business planning, insurance planning, technology resources, tax planning, philanthropic planning, education planning, and distribution planning.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 9
- Offices listed on AdvisorFinder:
- 1
- Main office:
- Lakewood, CO
- SEC file number:
- 801-131757
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of February 18, 2026
View full firm profileOther advisors at Legacy Wealth Partners, LLC
8 other advisors in the directory
Similar advisors in Lakewood, CO
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew Todd Feldman has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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