AdvisorOS Directory
Claim Profile
Unclaimed Profile
KW

Kenneth Jay Weingarten

WEINGARTEN ASSOCIATES, L.L.C.·LAWRENCEVILLE, New Jersey
Series 65Clean record22 years registeredWEINGARTEN ASSOCIATES, L.L.C.
11 OVERLOOK WAY, LAWRENCEVILLE, NJ 08648CRD# 4692544Firm CRD# 127718

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kenneth Jay Weingarten · LAWRENCEVILLE, NJ
Registration
CRD #4692544 · WEINGARTEN ASSOCIATES, L.L.C. · 22 years registered
Brand Profile
Not yet started
01

Career History

WEINGARTEN ASSOCIATES, L.L.C.
Aug 2003 – present
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · August 28, 2003
Years registered · 22
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEINGARTEN ASSOCIATES, L.L.C.
CRD 127718 · SEC 801-125854
AUM
$134M
Regulatory assets under management
Employees
2
350 client accounts
Services offered by WEINGARTEN ASSOCIATES, L.L.C.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at WEINGARTEN ASSOCIATES, L.L.C. →
Introduction

Speak with Kenneth

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

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

Looking for a financial advisor in LAWRENCEVILLE?

Browse all registered financial advisors in LAWRENCEVILLE, New Jersey or claim this profile if it's yours.

Browse LAWRENCEVILLE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Kenneth Jay Weingarten offer?
Kenneth Jay Weingarten specializes in Financial Planning, Investment Management. Contact their office in LAWRENCEVILLE, New Jersey for a consultation.
What are Kenneth Jay Weingarten's credentials?
Kenneth Jay Weingarten is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kenneth Jay Weingarten located?
Kenneth Jay Weingarten is based in LAWRENCEVILLE, New Jersey, working with WEINGARTEN ASSOCIATES, L.L.C.. Their office serves clients in the LAWRENCEVILLE metropolitan area and surrounding communities.
How does Kenneth Jay Weingarten charge for services?
Kenneth Jay Weingarten's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEINGARTEN ASSOCIATES, L.L.C.?
WEINGARTEN ASSOCIATES, L.L.C. has approximately 2 employees and manages $134M 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 →

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New Jersey
JERSEY CITY (80)SUMMIT (74)PRINCETON (68)RED BANK (66)NEWARK (57)MORRISTOWN (55)PARSIPPANY (50)CHATHAM (31)WEEHAWKEN (26)WESTWOOD (25)
City Guides
JERSEY CITY GuideSUMMIT GuidePRINCETON GuideRED BANK GuideNEWARK Guide
Research
Advisor Fees in New JerseyNational Fee Analysis
Request removal of this profile