Brad Feldman: Security Service Advisor Faces Real Estate Complaint

Multiple investor complaints against San Antonio financial advisor Brad Feldman (CRD# 2858061) allege that he recommended unsuitable investments. Records provided by the Financial Industry Regulatory Authority indicate that he is a broker and an investment advisor with Raymond James Financial Service, and a representative of Security Service Investment Group.

Mr. Feldman has received several investor complaints. The most recent, filed in January 2023, alleges that as a representative of Cetera Investment Services, he recommended unsuitable real estate investments. The pending complaint alleges unspecified damages believed to be $5,000 or more.

A second investor complaint, filed in 2021, similarly alleges that he recommended unsuitable REIT investments while at Cetera Investment Services. The pending investor complaint alleges damages of $75,000.

A third investor complaint, also filed in 2021, alleged that he misrepresented and sold an unsuitable REIT investment. The complaint alleged damages of $28,000 and was denied by Cetera Investment Services.

A fourth investor complaint, filed in 2001, alleged that he executed an unauthorized transaction as a representative of Citicorp Investment Services. The complaint alleged damages of $11,056.17 and was denied by the firm.

According to the Financial Industry Regulatory Authority, Brad Feldman holds 26 years of securities industry experience. Based in San Antonio, Texas, he has been a broker and an investment advisor with Raymond James Financial Service since 2015. He is a representative of Security Service Investment Group. His past registrations include Cetera Investment Services (San Antonio, Texas; 2008-2015), Banc of America Investment Services (San Antonio, Texas; 2003-2008), Cuso Financial Services (San Antonio, Texas; 2001-2003), and Citicorp Investment Services (Long Island City, New York; 1997-2001). His credentials include the passage of four securities industry qualifying exams: the General Securities Representative Examination, or Series 7; the Securities Industry Essentials Examination, or SIE; the Uniform Securities Agent State Law Examination, or Series 63; and the Uniform Investment Adviser Law Examination, or Series 65. He is licensed in California, Florida, Maryland, New Mexico, North Carolina, Texas, Virginia, and Washington. (Information current as of March 26, 2023.)

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