Unclaimed Profile

Jay Michael Weinstein

HIGHLINE WEALTH MANAGEMENT, LLC·ROCKVILLE, Maryland

Series 65Clean record15 years registeredHIGHLINE WEALTH MANAGEMENT, LLC

ONE PRESERVE PARKWAY, ROCKVILLE, MD 20852CRD# 1783142Firm CRD# 142542

Profile Verification

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

Identity

Jay Michael Weinstein · ROCKVILLE, MD

Registration

CRD #1783142 · HIGHLINE WEALTH MANAGEMENT, LLC · 15 years registered

Brand Profile

Not yet started

Career History

WEALTHSPIRE ADVISORS

Jan 2021 – present

WEALTHSPIRE ADVISORS

Sep 2015 – Dec 2020

POTOMAC, MD

HIGHLINE WEALTH MANAGEMENT, LLC

Feb 2011 – Dec 2015

BETHESDA, MD

Registrations & Exams

FINRA examinations passed

Series 65

Registration record

First registered · February 7, 2011

Years registered · 15

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

HIGHLINE WEALTH MANAGEMENT, LLC

CRD 142542 · SEC 801-67341

AUM

$1.4B

Regulatory assets under management

Employees

3,020 client accounts

Services offered by HIGHLINE WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at HIGHLINE WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Jay Michael Weinstein offer?

Jay Michael Weinstein specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in ROCKVILLE, Maryland for a consultation.

What are Jay Michael Weinstein's credentials?

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

Where is Jay Michael Weinstein located?

Jay Michael Weinstein is based in ROCKVILLE, Maryland, working with HIGHLINE WEALTH MANAGEMENT, LLC. Their office serves clients in the ROCKVILLE metropolitan area and surrounding communities.

How does Jay Michael Weinstein charge for services?

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

How large is HIGHLINE WEALTH MANAGEMENT, LLC?

HIGHLINE WEALTH MANAGEMENT, LLC has approximately 24 employees and manages $1.4B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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