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Steven Feliciano
Financial Trader at Hennion & Walsh Asset Management, Inc.
About
Steven Feliciano is a Financial Trader at Hennion & Walsh, a prominent full-service investment firm headquartered in Parsippany, NJ. In his current role, he specializes in executing trades and providing expertise in fixed income securities, particularly municipal bonds—a core focus and heritage specialty of Hennion & Walsh. His responsibilities include navigating the complexities of the municipal bond market, managing risk, and supporting the firm's commitment to comprehensive wealth management for clients.
Prior to his current trading role, Feliciano served as a Financial Advisor at Hennion & Walsh, where he provided personalized investment advice and portfolio strategies tailored to individual client needs. Earlier in his career, he also gained experience in administrative operations at Paul Miller Audi, honing his organizational and client service skills.
Feliciano holds a Bachelor of Business Administration (B.B.A.) in Finance from Montclair State University, providing him with a solid foundation in investment principles and financial analysis. He is recognized for his deep knowledge of fixed income and municipal bonds, helping clients optimize their portfolios with tax-advantaged investments and reliable income streams.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Hennion & Walsh | Financial Trader | Mar 2020 to Present | — |
| Hennion & Walsh | Financial Advisor | Nov 2016 to Mar 2020 | • Successfully transitioned into financial services, learned the retail sales cycle for diverse financial products and, through sustained prospecting activities, generated over 100 qualified leads for... |
| Paul Miller Audi | Administrative Assistant | Aug 2013 to Present | — |
| Paul Miller Audi | Service Valet | Aug 2010 to Aug 2013 | • While working full-time at H&W, currently working at one of the largest and best-rated luxury dealerships in NJ, with a Google customer satisfaction rating of 4.7 from 1000+ reviewers. • In 2016, ch... |
Education
Montclair State University
Bachelor of Business Administration (B.B.A.), Finance, General
2009 — 2016
Others at Hennion & Walsh Asset Management, Inc. (15)
| Name | Role | Location |
|---|---|---|
| Investment Associate | Rockaway, NJ , United States | |
K Ken Rubin | Vice President-Investments | Delray Beach, FL , United States |
| President and Chief Investment Officer - Hennion and Walsh Asset Management | Parsippany-Troy Hills, NJ , United States | |
| Trader | Parsippany-Troy Hills, NJ , United States | |
| Partner | Parsippany-Troy Hills, NJ , United States | |
| Investment Associate | Randolph, NJ , United States | |
| Senior Investment Associate | Irvington, NJ , United States | |
| Partner | Parsippany-Troy Hills, NJ , United States | |
| Investment Associate | United States | |
| Investment Associate | United States |
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C Claire Comerford | Senior Vice President - Advisor Solutions | Advisors Capital Management, LLC | New York, NY , United States |
| Managing Director & Partner; Director of Investment Research & Corporate Development | Advisors Capital Management, LLC | Ridgewood, NJ , United States |