Mark Feldser has been Chief Compliance Officer of Wick Capital Partners since November 2021, is a control person of the firm and directly owns between 50% and 75% of it. Mark Feldser holds a Bachelor of Business Administration in Accounting from James Madison University.
Wick Capital Partners, LLC is a Wayne, PA firm with $930M under management, 367 clients and 10 advisers across 2 offices, as of its March 2026 filing.
Mark Feldser is President and Founding Partner of Wick Capital Partners. He heads the firm's leadership team and serves on its investment committee. His experience in private wealth management includes advising high and ultra-high-net-worth families on complex tax and estate planning. Earlier at Wick he was Director of Tax and Estate Planning and Chief Compliance Officer, and before that he held the Director of Tax and Estate Planning role at West Capital Management.
Mark Feldser’s longest registration is the current one, 6 years at Wick Capital Partners since 2020. Before joining Wick Capital Partners in 2020, Mark Feldser was registered through West Capital Management and West Capital Management, Inc.
- Wick Capital Partners, LLCCurrent– present · 6 yearsWayne, PA · Adviser representative · Firm CRD 299194
- West Capital Management– · 2 yearsPhiladelphia, PA · Adviser representative · Firm CRD 285359
- West Capital Management, Inc.– · 2 yearsPhiladelphia, PA · Adviser representative · Firm CRD 110572
Professional designations
Listed by Wick Capital Partners
- Certified Public Accountant (CPA)
Investment adviser representative registrations
Mark Feldser is registered as an investment adviser representative in Pennsylvania, since January 2020.
- PennsylvaniaSince 9 January 2020
Examinations
No examinations are on Mark Feldser’s record.
- Full name
- Mark William Feldser
- CRD
- 6352773
- Firm
- Wick Capital Partners · CRD 299194
- Role
- Chief Compliance Officer
- Office
- 150 N. RADNOR CHESTER ROAD, SUITE A225, Wayne, PA 19087
- Registration
- Investment adviser registration
- In the industry since
- July 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wickcapitalpartners.com
Where does Mark Feldser work?
Mark Feldser has been Chief Compliance Officer of Wick Capital Partners, LLC since November 2021, and is a control person of the firm.
Is Mark Feldser a financial advisor?
Yes. Mark Feldser has a current investment-adviser registration in Pennsylvania, through Wick Capital Partners since January 2020.
How many years of experience does Mark Feldser have?
Mark Feldser has 11 years in the financial industry, since July 2015, across 3 adviser firms.
Where did Mark Feldser work before Wick Capital Partners?
Before Wick Capital Partners, Mark Feldser was registered through West Capital Management, October 2016 to January 2019; West Capital Management, Inc., July 2014 to March 2017.
Where is Mark Feldser based?
Mark Feldser’s registered office is in Wayne, PA.
Is Mark Feldser registered with FINRA?
No. Mark Feldser has no current broker registration.
How can I verify Mark Feldser’s record?
Search CRD 6352773 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Mark Feldser’s full registration record.
