Yoel Felberbaum has been an investment adviser representative at Guardian Wealth Partners since September 2023, and is not listed among the firm’s executive officers or direct owners.
Guardian Wealth Partners, LLC is a New York, NY firm with $191M under management, 402 clients and 75 advisers across 8 offices, as of its September 2026 filing.
Yoel Felberbaum’s longest registration is the current one, 8 years at Park Avenue Securities LLC since 2018.
- – present · 3 yearsBrooklyn, NY · Adviser representative · Firm CRD 310203
- Park Avenue Securities LLCAlso current– present · 8 yearsBrooklyn, NY · Adviser representative · Firm CRD 46173
Investment adviser representative registrations
Yoel Felberbaum is registered as an investment adviser representative in 4 states. The first approvals date from May 2018; the most recent is New York, in April 2021.
- MarylandSince 14 January 2021
- New JerseySince 30 May 2018
- New YorkSince 16 April 2021
- OhioSince 14 January 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 18 May 2018 |
| Series 24 | General Securities Principal Examination | 15 February 2018 |
| Series 7 | General Securities Representative Examination | 18 December 2017 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- CRD
- 6068427
- Firm
- Guardian Wealth Partners · CRD 310203
- Office
- 185A MARCY AVENUE, Brooklyn, NY 11211
- Registration
- Investment adviser and broker registrations
- In the industry since
- December 2017
- Disciplinary history
- Not yet shown here · SEC record · BrokerCheck
Where does Yoel Felberbaum work?
Yoel Felberbaum is an investment adviser representative registered through Guardian Wealth Partners, LLC since September 2023, and is not listed among the firm’s executive officers or direct owners.
Is Yoel Felberbaum a financial advisor?
Yes. Yoel Felberbaum has a current investment-adviser registration in Maryland, New Jersey, New York and Ohio, through Guardian Wealth Partners since September 2023.
How many years of experience does Yoel Felberbaum have?
Yoel Felberbaum has 8 years in the financial industry, since December 2017, across 2 adviser firms.
What exams has Yoel Felberbaum passed?
Yoel Felberbaum has passed 3 licensing exams: the Series 7, Series 24 and Series 66. The earliest, the Series 7, was passed in December 2017. FINRA credited Yoel Felberbaum with the SIE, which began in October 2018.
Where is Yoel Felberbaum based?
Yoel Felberbaum’s registered office is in Brooklyn, NY.
Is Yoel Felberbaum registered with FINRA?
Yes. Yoel Felberbaum has a current broker registration, under CRD 6068427.
Source: FINRA BrokerCheck
How can I verify Yoel Felberbaum’s record?
Search CRD 6068427 on the SEC’s adviser search (adviserinfo.sec.gov) and FINRA’s broker search (brokercheck.finra.org), which publish Yoel Felberbaum’s full registration record.
- Marianne Grace CaswellPresident and Elected Member
- Carly Pritchard MaherElected Member & Chief Operating Officer
- Joseph Michael GalloChief Compliance Officer
- Allen Warren BoggsHead of Product & Supervision
- Nancy DeRussoElected Member
- Joshua Neil HerganGeneral Counsel
- Michael John RynikerHead of Operations