David Weiner (CRD# 1763447) is an Investment Advisor Representative working at Principal Street Partners, LLC in Englewood, NJ and has over 36 years of experience in the finance industry.
CRD# 5336896
Cetera Investment Advisers LLC
CRD# 5729536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6255377
Abbondandolo Wealth Management Corp
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vertigo Strategies, LLC | Englewood, NJ | May 2014 - Current | 10 |
| Jaws Capital Partners, LLC | Englewood, NJ | Jun 2012 - Current | 11 |
| Vertigo Capital Management, LLC | Englewood Cliffs, NJ | Aug 2005 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 1988 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2012 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- NJ
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Total Assets Under Management2,872MILLIONS
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Total Number of Accounts724ACCOUNTS
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Average Account Value$3,967,110
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Other
CA, CO, CT, FL, GA, ID, LA, MA, NH, NJ, NY, TN, TX
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