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Michael Roy Weinstat

WEINSTAT WEALTH MANAGEMENT, INC.·JERICHO, New York
Unclaimed Profile
366 NORTH BROADWAY SUITE 209, JERICHO, NY 11753CRD# 4640373Firm CRD# 125626
01

About

Michael Roy Weinstat is a registered financial advisor based in JERICHO, New York, affiliated with WEINSTAT WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
WEINSTAT WEALTH MANAGEMENT, INC.
WEINSTAT WEALTH MANAGEMENT, INC.
AUM
$103M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at WEINSTAT WEALTH MANAGEMENT, INC. →
Services
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4640373
Firm CRD# 125626
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Michael Roy Weinstat offer?
Michael Roy Weinstat specializes in Investment Management, Fee-Only Advisory. Contact their office in JERICHO, New York for a consultation.
What are Michael Roy Weinstat's credentials?
Michael Roy Weinstat is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael Roy Weinstat located?
Michael Roy Weinstat is based in JERICHO, New York, working with WEINSTAT WEALTH MANAGEMENT, INC.. Their office serves clients in the JERICHO metropolitan area and surrounding communities.
How does Michael Roy Weinstat charge for services?
Michael Roy Weinstat'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 WEINSTAT WEALTH MANAGEMENT, INC.?
WEINSTAT WEALTH MANAGEMENT, INC. has approximately 1 employees and manages $103M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Research
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