Marc
Weinberger
Ladenburg Thalmann Asset Management Inc
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About this Advisor
Marc Weinberger is a financial advisor who works out of Boca Raton, Florida who has 1 year of relevant experience. Weinberger is an advisor for Ladenburg Thalmann Asset Management Inc. They have spent all of their time as a financial advisor at Ladenburg Thalmann Asset Management Inc. Weinberger maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to serve investors in Florida and New York. Ladenburg Thalmann Asset Management Inc is a business that has its headquarters in New York, NY. The firm has offices in two locations and a total of 35 employees. It controls $3 billion in assets among its 3,408 customer accounts, making it one of the largest firms in the nation by assets under management. The firm advises 24 charitable organizations. Of its 3,408 client accounts, just 5% are associated with high-net-worth clients who have greater than $1 million in assets. The firm provides a wide range of services, such as portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for pooled investment vehicles, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial advisory services usually depend on which services are offered. Fee types billed by Ladenburg Thalmann Asset Management Inc can consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Ladenburg Thalmann Asset Management Inc Brokerage Details
$3,415,364,439
35
3,408
$1,002,161
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Marc Weinberger Work History
Marc has been registered as a financial advisor for 1 years.*
Ladenburg Thalmann & Co. Inc
*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 Marc Weinberger 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 Ladenburg Thalmann Asset Management Inc
New York, NY
New York, NY
Charlotte, NC
Boca Raton, FL
New York, NY
New York, NY
New York, NY
New York, NY
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