Steven
Weinberger

Hcr Wealth Advisors

CRD#3221929
Investment Advisor
in Los Angeles, CA
Are you Steven Weinberger? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Steven Weinberger is a certified financial planner whose office is in Los Angeles, California. Currently an investment advisor at Hcr Wealth Advisors, they have accrued 19 years of professional experience. Weinberger holds Series 63 and Series 65 licenses, certifying the advisor as both a securities agent and an investment advisor representative. Weinberger can work with clients based out of California. Their career trajectory has included roles at Investment Security Corporation and Heller Capital Resources Financial Insurance Services, Inc. Hcr Wealth Advisors is headquartered in Los Angeles, California. As a registered advisory firm, Hcr Wealth Advisors manages $1 billion in assets throughout 2,693 client accounts and employs 17 staff members. The level of assets currently under the firm's management makes it one of the bigger investment advisory firms in the United States. All of the firm's accounts are managed on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 15% of the advisory firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. Hcr Wealth Advisors can offer financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

19 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

Yes

Office Location

11835 West Olympic Blvd, Suite 360
Los Angeles, CA 90065

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Hcr Wealth Advisors Brokerage Details

Total Assets Under Management

$1,049,506,686

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

17

CA Average: 43
Total Number of Accounts

2,693

CA Average: 3,727
Average Account Size

$389,717

CA Average: $2,033,427

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Steven Weinberger Work History

Steven has 19 years of experience.

2002 - Present (17 years)

Investment Security Corporation

1999 - Present (20 years)

Heller Capital Resources Financial Insurance Services, Inc

Disclosures

Steven Weinberger has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started