Michael
Weitzman

David S Reinders

CRD#5804927
Investment Advisor
in Valencia, CA

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About this Advisor

Michael Weitzman is a financial advisor who works in Valencia, California with a total of 11 years of relevant experience. Weitzman works at David S Reinders. They have been employed by David S Reinders for their entire career. Weitzman maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and Tennessee. David S Reinders is an advisory business operating out of Valencia, CA. It handles $105 million in total assets among its 613 client accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. The firm provides services to one charitable organizations. Of its 613 customer accounts, just 12% are associated with high-net-worth individuals who have greater than $1 million in investable assets. David S Reinders has a set of services, including financial planning services, portfolio management for individuals and small businesses and educational seminars. Fees charged by financial advisors are based on which services the firm provides the client. Fee types billed by David S Reinders most likely include any combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 66

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

27433 Tourney Road Suite 250
Valencia, CA 91355

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David S Reinders Brokerage Details

Total Assets Under Management

$105,209,139

CA Average: $7,578,581,321
Total Number of Employees

4

CA Average: 43
Total Number of Accounts

613

CA Average: 3,727
Average Account Size

$171,630

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops

Michael Weitzman Work History

Michael has been registered as a financial advisor for 11 years.*

2011 - Present (13 years)

David S. Reinders, CFP®

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Michael Weitzman to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at David S Reinders

Michael Weitzman
Valencia, CA
Matthew Shifflett
Valencia, CA
Neil Unger
Valencia, CA
Emily Swan
Valencia, CA
David Reinders
Valencia, CA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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