AdvisorOS Directory
Claim Profile
SW

Stephan Jan Weinberger

MATRIX ASSET ADVISORS INC·WHITE PLAINS, New York
Unclaimed Profile
10 BANK STREET, WHITE PLAINS, NY 10606CRD# 2239312Firm CRD# 107408
01

About

Stephan Jan Weinberger is a registered financial advisor based in WHITE PLAINS, New York, affiliated with MATRIX ASSET ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
Institutional Investors
High Net Worth Individuals
03

Firm Overview

Firm
MATRIX ASSET ADVISORS INC
MATRIX ASSET ADVISORS INC
AUM
$1.0B
Regulatory assets under management
Employees
12
Total firm employees
View all advisors at MATRIX ASSET ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: PENSION CONSULTING SERVICES
Regulatory
SEC/IARD CRD# 2239312
Firm CRD# 107408
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in WHITE PLAINS?

Browse all registered financial advisors in WHITE PLAINS, New York or claim this profile if it's yours.

Browse WHITE PLAINS AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Stephan Jan Weinberger offer?
Stephan Jan Weinberger specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in WHITE PLAINS, New York for a consultation.
What are Stephan Jan Weinberger's credentials?
Stephan Jan Weinberger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Stephan Jan Weinberger located?
Stephan Jan Weinberger is based in WHITE PLAINS, New York, working with MATRIX ASSET ADVISORS INC. Their office serves clients in the WHITE PLAINS metropolitan area and surrounding communities.
How does Stephan Jan Weinberger charge for services?
Stephan Jan Weinberger's firm is compensated through percentage of aum, subscription fees, other: pension consulting services. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MATRIX ASSET ADVISORS INC?
MATRIX ASSET ADVISORS INC has approximately 12 employees and manages $1.0B 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 →
Other advisors in WHITE PLAINS
Richard Alan Yoken — THE PORTFOLIO STRATEGY GROUP, LLCEdward Laurence Scharf — THE PORTFOLIO STRATEGY GROUP, LLCLawrence David Bartimer — THE PORTFOLIO STRATEGY GROUP, LLCPeter Scott Yorkes — THE PORTFOLIO STRATEGY GROUP, LLCStephen Thomas Gillingham — FINANCIAL PLANNING ASSOCIATES, LLC
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)PURCHASE (160)SYRACUSE (160)BUFFALO (132)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideBUFFALO Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile