David
Winer

Calm River Capital LLC

CRD#5000497
Investment Advisor
in Weston, CT

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About this Advisor

David Winer is a financial advisor based in Weston, Connecticut, working with Calm River Capital LLC. David has previously held positions at The Winer Kelland Clothing Company, Silver Pine Capital, LLC, Access Wealth Management, Boston University School of Management, Boston University Questrom School of Business, Boston University Kilachand Honors College, University of Louisville College of Business, and Calm River Capital LLC. David has passed the Series 65 regulatory exam and is registered to provide services in Connecticut and New York. Currently, David is part of Calm River Capital LLC, which operates out of Weston, Connecticut.

Certifications and Registrations

Series 65

Office Location

Weston, CT

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David Winer Work History

2024 - Present (1 year)

Calm River Capital LLC

2018 - 2024 (6 years)

Access Wealth Management

2018 - 2018 (< 1 year)

University Of Louisville, College Of Business

2017 - 2018 (1 year)

Silver Pine Capital, LLC

2016 - 2016 (< 1 year)

Boston University, Questrom School Of Business

2015 - 2015 (< 1 year)

Boston University, School Of Management

2015 - 2017 (2 years)

Boston University, Kilachand Honors College

2004 - 2019 (15 years)

The Winer Kelland Clothing Company

Disclosures

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

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