Zvika Feldman has been Managing Principal/Chief Compliance Officer of 1818 Private Client Group since October 2021, is a control person of the firm and directly owns between 10% and 25% of it. Zvika Feldman holds a Bachelor's degree from Florida International University and a Master's degree in Finance and Business Administration from Florida Atlantic University.
1818 Private Client Group, LLC is an Aventura, FL firm with $115M under management, 22 clients and 2 advisers in one office, as of its January 2026 filing.
Zvika Feldman is Senior Vice President, Managing Partner of 1818 Private Client Group. He spent 15 years at Bank Leumi, where he played a key role in introducing Premium Financial services and FX hedging strategies. He then became a Managing Partner at 1818 PCG, serving a UHNW domestic and international client base.
Zvika Feldman’s longest registration was 13 years at Leumi Investment Services Inc. (2007–2021). Before joining 1818 Private Client Group in 2021, Zvika Feldman was registered through Leumi Investment Services Inc.
- – present · 5 yearsAventura, FL · Adviser representative · Firm CRD 304110
- Leumi Investment Services Inc.– · 13 yearsAventura, FL · Adviser representative · Firm CRD 105387
Investment adviser representative registrations
Zvika Feldman is registered as an investment adviser representative in Florida, since September 2021.
- FloridaSince 17 September 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 16 July 2007 |
| Series 7 | General Securities Representative Examination | 15 May 2007 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- CRD
- 5316260
- Firm
- 1818 Private Client Group · CRD 304110
- Role
- Managing Principal/Chief Compliance Officer
- Office
- 2980 NE 207TH ST, SUITE 809, Aventura, FL 33180
- Registration
- Investment adviser registration
- In the industry since
- October 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- 1818pcg.com
Where does Zvika Feldman work?
Zvika Feldman has been Managing Principal/Chief Compliance Officer of 1818 Private Client Group, LLC since October 2021, and is a control person of the firm.
Is Zvika Feldman a financial advisor?
Yes. Zvika Feldman has a current investment-adviser registration in Florida, through 1818 Private Client Group since September 2021.
How many years of experience does Zvika Feldman have?
Zvika Feldman has 19 years in the financial industry, since October 2007, across 2 adviser firms.
What exams has Zvika Feldman passed?
Zvika Feldman has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in May 2007. FINRA credited Zvika Feldman with the SIE, which began in October 2018.
Where did Zvika Feldman work before 1818 Private Client Group?
Before 1818 Private Client Group, Zvika Feldman was registered through Leumi Investment Services Inc., July 2007 to April 2021.
Where is Zvika Feldman based?
Zvika Feldman’s registered office is in Aventura, FL.
Is Zvika Feldman registered with FINRA?
No. Zvika Feldman has no current broker registration.
How can I verify Zvika Feldman’s record?
Search CRD 5316260 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Zvika Feldman’s full registration record.