Lee
Weinstein

Northwestern Mutual Investment Services, LLC

CRD#2052681
Investment Advisor
in New York, NY
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About this Advisor

Lee Weinstein is an investment advisor located in New York, New York. Currently a registered advisor at Northwestern Mutual Investment Services, LLC, they have accumulated an impressive 29 years of professional experience as a financial advisor. Weinstein has a Series 63 license, qualifying the advisor as a securities representative. Weinstein is able to operate in California. Throughout their career, they have worked at The Northwestern Mutual Life Insurance C, Northwestern Mutual Investment Services, LLC and Northwestern Mutual Wealth Management Company. Northwestern Mutual Investment Services, LLC is based out of New York, New York. Overall, Northwestern Mutual Investment Services, LLC employs more than 1,672 people. None of the advisor firm's clients are deemed high-net-worth individuals, who are defined as investors who have greater than $1 million in assets. Northwestern Mutual Investment Services, LLC can provide selection of other advisers and other services. The firm's fees may include fixed and other fees.

Certifications and Registrations

Series 63, Chartered Financial Consultant

Years of Experience

29 years

Services Offered

Selection of other advisers, Other

Fee Structure

Fixed Fees, Others

Disclosures

No

Office Location

245 Park Ave Ste 1800
New York, NY 10167

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Northwestern Mutual Investment Services, LLC Brokerage Details

Total Number of Employees

1,672

NY Average: 43

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Investment Advisory Services

  • Selection of other advisers
  • Other

Lee Weinstein Work History

Lee has 29 years of experience.

2009 - Present (10 years)

Northwestern Mutual Wealth Management Company

2005 - Present (14 years)

Northwestern Mutual Investment Services, LLC

1989 - Present (30 years)

The Northwestern Mutual Life Insurance C

1989 - Present (30 years)

Northwestern Mutual Investment Services, LLC

Disclosures

Lee Weinstein has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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