Unclaimed Profile

Justin Evans Neuberg

CONVERGENCE INVESTMENT PARTNERS, LLC·PALM BEACH GARDENS, Florida

Clean record13 years registeredCONVERGENCE INVESTMENT PARTNERS, LLC

3801 PGA BLVD., PALM BEACH GARDENS, FL 33410-2757CRD# 6224180Firm CRD# 148472

Profile Verification

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

Identity

Justin Evans Neuberg · PALM BEACH GARDENS, FL

Registration

CRD #6224180 · CONVERGENCE INVESTMENT PARTNERS, LLC · 13 years registered

Brand Profile

Not yet started

Career History

CONVERGENCE INVESTMENT PARTNERS, LLC

Nov 2018 – present

MARINER WEALTH ADVISORS, LLC

Aug 2013 – Mar 2014

SAN DIEGO, CA

Registrations & Exams

Registration record

First registered · August 8, 2013

Years registered · 13

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CONVERGENCE INVESTMENT PARTNERS, LLC

CRD 148472 · SEC 801-69707

AUM

$234M

Regulatory assets under management

Employees

349 client accounts

Services offered by CONVERGENCE INVESTMENT PARTNERS, LLC

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at CONVERGENCE INVESTMENT PARTNERS, LLC →

Introduction

Speak with Justin

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

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

Looking for a financial advisor in PALM BEACH GARDENS?

Browse all registered financial advisors in PALM BEACH GARDENS, Florida or claim this profile if it's yours.

Browse PALM BEACH GARDENS Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Justin Evans Neuberg offer?

Justin Evans Neuberg specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in PALM BEACH GARDENS, Florida for a consultation.

What are Justin Evans Neuberg's credentials?

Justin Evans Neuberg is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Justin Evans Neuberg located?

Justin Evans Neuberg is based in PALM BEACH GARDENS, Florida, working with CONVERGENCE INVESTMENT PARTNERS, LLC. Their office serves clients in the PALM BEACH GARDENS metropolitan area and surrounding communities.

How does Justin Evans Neuberg charge for services?

Justin Evans Neuberg's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CONVERGENCE INVESTMENT PARTNERS, LLC?

CONVERGENCE INVESTMENT PARTNERS, LLC has approximately 6 employees and manages $234M 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 →