AdvisorOS Directory
Claim Profile
WW

William Stephen Weinstein

OAK HARBOR CAPITAL, LLC·SEATTLE, Washington
Unclaimed Profile
1415 WESTERN AVENUE, SEATTLE, WA 98101-2051CRD# 6390282Firm CRD# 169089
01

About

William Stephen Weinstein is a registered financial advisor based in SEATTLE, Washington, affiliated with OAK HARBOR CAPITAL, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
OAK HARBOR CAPITAL, LLC
OAK HARBOR CAPITAL, LLC
AUM
$553M
Regulatory assets under management
Employees
25
Total firm employees
View all advisors at OAK HARBOR CAPITAL, LLC →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Other: SERVICING FEES FOR DEBT RECOVERY SERVICES.
Regulatory
SEC/IARD CRD# 6390282
Firm CRD# 169089
5 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SEATTLE?

Browse all registered financial advisors in SEATTLE, Washington or claim this profile if it's yours.

Browse SEATTLE 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 William Stephen Weinstein offer?
William Stephen Weinstein specializes in Retirement Planning. Contact their office in SEATTLE, Washington for a consultation.
What are William Stephen Weinstein's credentials?
William Stephen Weinstein is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is William Stephen Weinstein located?
William Stephen Weinstein is based in SEATTLE, Washington, working with OAK HARBOR CAPITAL, LLC. Their office serves clients in the SEATTLE metropolitan area and surrounding communities.
How does William Stephen Weinstein charge for services?
William Stephen Weinstein's firm is compensated through percentage of aum, performance-based fees, other: servicing fees for debt recovery services.. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is OAK HARBOR CAPITAL, LLC?
OAK HARBOR CAPITAL, LLC has approximately 25 employees and manages $553M 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 SEATTLE
Robert Joseph Breshock — PARAMETRIC PORTFOLIO ASSOCIATES LLCRobert Bruce Fagenson — NATIONAL ASSET MANAGEMENT, INC.William Lerner — NATIONAL ASSET MANAGEMENT, INC.David Charles Levine — NATIONAL ASSET MANAGEMENT, INC.Aaron William Singleton — PIONEER SQUARE INVESTMENT ADVISOR, LLC
Nearby cities in Washington
BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)BELLINGHAM (55)
City Guides
BELLEVUE GuideSPOKANE GuideVANCOUVER GuideTACOMA GuideBELLINGHAM Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile