Full text of FELDSTEIN FINANCIAL GROUP, LLC's X-17A-5 filed 2026-03-27 (period 2025-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ | 8-53388 | | |---------|--| | 01/01/2025 | | | 12/31/2025 | | | | | | |-------------------------------|--------------|------|------------------------------|--|--|--|--|--| | | | | | | | | | | | | | | | | | | | | | Feldstein Financial Group LLC | | | | | | | | | | ■ | | | | | | | | | | | | | | | | | | | | 1 Shadowbrook Lane | | | | | | | | | | | | | | | | | | | | Basking Ridge | NJ | | 07920 | | | | | | | | | | | | | | | | | | | | | | | | | | | Steven Feldstein | 908-879-9559 | | stevef@financial-advisor.com | | | | | | | | | | | | | | | | | | | | | | | | | | | Jennifer Wray CPA PLLC | | | | | | | | | | | | | | | | | | | | 800 Bonaventure Way | Sugar Land | TX | 77479 | | | | | | | 11/30/2016 | | 6328 | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | | {1}------------------------------------------------ | Steven Feldstein | swear (or affirm) that, to the best of my knowledge and belief, the | |------------------|----------------------------------------------------------------------------------------------------------------------------| | | as of<br>financial report pertaining to the firm of Feldstein Financial Group LLC | | 12/31 | 2 025 __ is true and correct. I further swear (or affirm) that neither the company nor any | | | efficer, director, or equivalent nercon, as the case may he has anv probrietary interest in any account classified solely | - - - - - - - - - - - - - - - - - - - - - - - - - - - - {2}------------------------------------------------ # FELDSTEIN FINANCIAL GROUP, LLC # STATEMENT OF FINANCIAL CONDITION DECEMBER 31, 2025 {3}------------------------------------------------ ## **REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM** To Member of Feldstein Financial Group, LLC, #### **Opinion on the Financial Statements** We have audited the accompanying statement of the financial condition of Feldstein Financial Group, LLC as of December 31, 2025, and the related notes (collectively referred to as the "financial statement"). In our opinion, the financial statement presents fairly, in all material respects, the financial position of Feldstein Financial Group, LLC as of December 31, 2025, in conformity with accounting principles generally accepted in the United States of America. ### **Basis for Opinion** This financial statement is the responsibility of Feldstein Financial Group, LLC's management. Our responsibility is to express an opinion on Feldstein Financial Gr…Read the full text as markdown