David
Weinstock

Mazars Usa Wealth Advisors LLC

CRD#2268878
Investment Advisor
in New York, NY
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About this Advisor

David Weinstock is a certified financial planner working out of New York, New York, with a total of 11 years of experience as a financial advisor. Weinstock is on the advisory team at Mazars Usa Wealth Advisors LLC. During their career, the advisor has held roles at Valmark Securities, Inc, Weisermazars Wealth Advisors, LLC and Comprehensive Asset Management & Servicing, Inc. Weinstock has Series 63, Series 65 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in New Jersey and Pennsylvania. Mazars Usa Wealth Advisors LLC is a financial advisory business headquartered in New York, New York. It has offices in three locations and just four people on staff. It has $103 million in assets between its 172 customer accounts, making it one of the mid-sized investment advisory firms in the country by assets under management. The firm serves one charities and foundations. Of its 172 customer accounts, 33% are associated with high-net-worth investors who have at least $1 million in assets. Mazars Usa Wealth Advisors LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fee schedules depend on which services the firm provides the client. Fee types charged by Mazars Usa Wealth Advisors LLC likely include asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, Series 65, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Disclosures

No

Office Location

135 West 50Th Street 13Th Floor
New York, NY 10020

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Mazars Usa Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$115,980,124

NY Average: $7,464,549,021
Total Number of Employees

4

NY Average: 88
Total Number of Accounts

179

NY Average: 3,892
Average Account Size

$647,934

NY Average: $1,917,921

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

David Weinstock Work History

David has 11 years of experience.

2009 - Present (10 years)

Comprehensive Asset Management & Servicing, Inc

2008 - 2009 (1 years)

Valmark Securities, Inc

2007 - Present (12 years)

Weisermazars Wealth Advisors, LLC

Disclosures

David Weinstock has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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