Unclaimed Profile

Alejandro Weinstein

WM PARTNERS, LP·AVENTURA, Florida

Clean recordWM PARTNERS, LP

21500 BISCAYNE BLVD, AVENTURA, FL 33180CRD# 6502290Firm CRD# 235788

Profile Verification

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

Identity

Alejandro Weinstein · AVENTURA, FL

Registration

CRD #6502290 · WM PARTNERS, LP

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Alejandro Weinstein is a registered financial advisor based in AVENTURA, Florida, affiliated with WM PARTNERS, LP. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Retirement Planning

Client Types

Pension & Retirement Plans

Introduction

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Firm Overview

Firm

WM PARTNERS, LP

AUM

$1.1B

Regulatory assets under management

Employees

Total firm employees

View all advisors at WM PARTNERS, LP →

Services

Pension consulting

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 6502290

Firm CRD# 235788

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Alejandro Weinstein offer?

Alejandro Weinstein specializes in Retirement Planning. Contact their office in AVENTURA, Florida for a consultation.

What are Alejandro Weinstein's credentials?

Alejandro Weinstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Alejandro Weinstein located?

Alejandro Weinstein is based in AVENTURA, Florida, working with WM PARTNERS, LP. Their office serves clients in the AVENTURA metropolitan area and surrounding communities.

How does Alejandro Weinstein charge for services?

Alejandro Weinstein's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WM PARTNERS, LP?

WM PARTNERS, LP has approximately 20 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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