David
Weinstock
Mazars Wealth Advisors
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About this Advisor
David Weinstock is a certified financial planner operating in New York, New York who has 11 years of industry experience. Weinstock is currently employed by Mazars Wealth Advisors. Over the course of their career, Weinstock has held roles at Weisermazars Wealth Advisors, LLC and Comprehensive Asset Management & Servicing, Inc. Weinstock has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in New Jersey, New York and Pennsylvania. Mazars Wealth Advisors is an advisory firm that has its headquarters in New York, NY. It has offices in three locations and just two advisors. It has $155 million in assets across its 216 client accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 216 client accounts, 61% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. Mazars Wealth Advisors performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Financial management fee schedules typically depend on which services the firm provides the client. Fees charged by Mazars Wealth Advisors likely include some combination of asset-based and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Mazars Wealth Advisors Brokerage Details
$155,417,906
2
216
$719,527
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
David Weinstock Work History
David has been registered as a financial advisor for 11 years.*
Comprehensive Asset Management & Servicing, Inc
Weisermazars Wealth Advisors, LLC
*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 Weinstock 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 Mazars Wealth Advisors
New York, NY
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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.
