Full text of FELDSTEIN FINANCIAL GROUP, LLC's X-17A-5 filed 2025-03-28 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ #### **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549** OMBAPPROVAL 0MB Number; 3235-0123 Expires: **Nov.** 30, 2026 Estimated average burden hours per response; 12 # **ANNUAL REPORTS FORM X-17A-S PART** Ill SEC FILE NUMBER 8-53388 | Information Required Pursuant to Rules 17a-S, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | FACING PAGE | | | | |--------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------|------------------------------------------------------------|-----------------------------------------|--------------------------------------------|--| | | | AND ENDING 12/31/2024 | | | | FILING FOR THE PERIOD BEGINNING 01/01/2024 | MM/DD/VY | | MM/DD/VY | | | | A. REGISTRANT IDENTIFICATION | | | | | NAME oF FIRM: Feldstein Financial Group LLC | | | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>IX! Broker-dealer<br>D Check here if respondent is also an OTC derivatives dealer<br>ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | □ Security-based swap dealer | □ Major security-based swap participant | | | | 1 Shadowbrook Lane | | | | | | | (No. and Street) | | | | | Basking Ridge | NJ | | 07920 | | | (City) | (State) | | (Zip Code) | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | Steven Feldstein | 908-879-9559 | stevef@financial-advisor.com | | | | (Name) | (Area Code -Telephone Number) | | (Email Address) | | | | B. ACCOUNTANT IDENTIFICATION | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing• | | | | | | Jennifer Wray CPA PLLC | | | | | | | (Name - if individual, state last, first, and middle name) | | | | | 800 Bonaventure Way | Sugar Land | TX | 77479 | | | (Address) | (City) | (State) | {Zip Code) | | | 11/30/2016 | | 6328 | | | | (Date of Registration with PCAOB)(if aoolicable} | | | (PCAOB Registration Number, if applicable) | | **FOR OFFICIAL USE ONLY** \* Claims for exemption from the requir~ment that the annual reports be covered by the reports of an independent public accountant must be supported by a statement of facts and circumstances relied on as the basis of the exemption. See 17 CFR 240.17a-5(e)(l)(ii), if applicable. Persons who are to respond to the collection of information contained in this form are not required to respond unle…Read the full text as markdown