David
Weigel
Weigel Fiduciary Asset Management
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About this Advisor
David Weigel is a certified financial planner working out of New York, New York who has 2 years of relevant experience. Weigel is an advisor for Weigel Fiduciary Asset Management. During their career, the advisor has held roles at Morgan Stanley Smith Barney, Rbc Capital Markets, LLC and Weigel Fiduciary Asset Management LLC. Weigel holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to operate in New York. Weigel Fiduciary Asset Management is a financial advisory company with a branch in New York, New York. It manages $47 million in assets among its 172 accounts, placing it among the smaller financial advisory firms in the nation by assets under management. Of its 172 accounts, 52% belong to high-net-worth clients who have greater than $1 million in assets. Weigel Fiduciary Asset Management performs a few services, including financial planning services, portfolio management for individuals and small businesses and pension consulting services. Fees for financial advisory services typically vary depending on the type of services. However, fee types charged by Weigel Fiduciary Asset Management typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Weigel Fiduciary Asset Management Brokerage Details
$47,298,954
1
172
$274,994
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
David Weigel Work History
David has been registered as a financial advisor for 2 years.*
Weigel Fiduciary Asset Management LLC
Rbc Capital Markets, LLC
Morgan Stanley Smith Barney
*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 David Weigel 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 Weigel Fiduciary Asset Management
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
