Unclaimed Profile

Steven Jeff Weinberger

HCR WEALTH ADVISORS·LOS ANGELES, California

SIE, Series 7, Series 52TO, Series 53, Series 63, Series 6519 years registeredHCR WEALTH ADVISORS

10866 WILSHIRE BLVD., LOS ANGELES, CA 90024CRD# 3221929Firm CRD# 108676

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Steven Jeff Weinberger · LOS ANGELES, CA

Registration

CRD #3221929 · HCR WEALTH ADVISORS · 19 years registered

Brand Profile

Not yet started

Career History

HCR WEALTH ADVISORS

Jan 2022 – present

HCR WEALTH ADVISORS

Jan 2007 – Dec 2021

LOS ANGELES, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 52TO

Series 53

Series 63

Series 65

Registration record

First registered · January 16, 2007

Years registered · 19

Disclosure History

2016Customer Dispute·Settled

2010Customer Dispute·Award / Judgment

2009Customer Dispute·Settled

4 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

HCR WEALTH ADVISORS

CRD 108676 · SEC 801-56452

AUM

$1.5B

Regulatory assets under management

Employees

2,751 client accounts

Services offered by HCR WEALTH ADVISORS

Per Form ADV

Financial planning

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

High Net Worth Individuals

View all advisors at HCR WEALTH ADVISORS →

Introduction

Speak with Steven

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Steven is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in LOS ANGELES?

Browse all registered financial advisors in LOS ANGELES, California or claim this profile if it's yours.

Browse LOS ANGELES Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Steven Jeff Weinberger offer?

Steven Jeff Weinberger specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in LOS ANGELES, California for a consultation.

What are Steven Jeff Weinberger's credentials?

Steven Jeff Weinberger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Steven Jeff Weinberger located?

Steven Jeff Weinberger is based in LOS ANGELES, California, working with HCR WEALTH ADVISORS. Their office serves clients in the LOS ANGELES metropolitan area and surrounding communities.

How does Steven Jeff Weinberger charge for services?

Steven Jeff Weinberger's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HCR WEALTH ADVISORS?

HCR WEALTH ADVISORS has approximately 17 employees and manages $1.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →