Unclaimed Profile

David Edward Weiner

VERTIGO STRATEGIES, LLC·ENGLEWOOD, New Jersey

Series 7, Series 24, Series 63, Series 6513 years registeredVERTIGO STRATEGIES, LLC

285 GRAND AVENUE, ENGLEWOOD, NJ 07631CRD# 1763447Firm CRD# 169809

Profile Verification

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

Identity

David Edward Weiner · ENGLEWOOD, NJ

Registration

CRD #1763447 · VERTIGO STRATEGIES, LLC · 13 years registered

Brand Profile

Not yet started

Career History

CALYDON CAPITAL, LLC

Oct 2020 – present

VERTIGO STRATEGIES, LLC

Jun 2014 – Aug 2020

ENGLEWOOD, NJ

JAWS CAPITAL PARTNERS, LLC

Dec 2012 – Dec 2014

ENGLEWOOD CLIFFS, NJ

Registrations & Exams

FINRA examinations passed

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · December 10, 2012

Years registered · 13

Disclosure History

2009Regulatory·Final

2003Customer Dispute·Award / Judgment

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, limited to the records FINRA BrokerCheck displays, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

VERTIGO STRATEGIES, LLC

CRD 169809 · SEC 801-119198

AUM

$186M

Regulatory assets under management

Employees

38 client accounts

Services offered by VERTIGO STRATEGIES, LLC

Per Form ADV

Portfolio management (individuals)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Pension & Retirement Plans

View all advisors at VERTIGO STRATEGIES, LLC →

Introduction

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Frequently Asked Questions

What services does David Edward Weiner offer?

David Edward Weiner specializes in Investment Management, Retirement Planning, Wealth Management. Contact their office in ENGLEWOOD, New Jersey for a consultation.

What are David Edward Weiner's credentials?

David Edward Weiner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Edward Weiner located?

David Edward Weiner is based in ENGLEWOOD, New Jersey, working with VERTIGO STRATEGIES, LLC. Their office serves clients in the ENGLEWOOD metropolitan area and surrounding communities.

How does David Edward Weiner charge for services?

David Edward Weiner'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 VERTIGO STRATEGIES, LLC?

VERTIGO STRATEGIES, LLC has approximately 2 employees and manages $186M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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