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Feldman Wealth Advisory uses several of the industry’s most reputable custodians for administering your investment accounts. Their global resources and state of-the-art technology enable us to provide you with comprehensive tools and accurate, consolidated reporting of your assets and transactions with us. This password-protected information can be accessed by clicking on the appropriate custodian below and entering your unique login credentials.

 
 
 

ANNAPOLIS, MD

1206 West Street
Annapolis, MD 21401
Phone: 410-263-0900
Fax: 410-263-1507

SARASOTA, FL

783 South Orange Avenue, Suite 230
Sarasota, FL 34236
Phone: 941-260-9174

 

Securities offered through ValMark Securities, Inc. Member FINRA, SIPC. Investment Advisory Services offered through ValMark Advisers, Inc., a SEC Registered Investment Advisor. 130 Springside Drive, Suite 300 Akron, Ohio 44333-2431 *800-765-5201. Feldman Wealth Advisory, LLC. Is a separate entity from ValMark Securities, Inc. And ValMark Advisers, Inc.

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