Daniel Weinberg
Daniel Weinberg is a registered investment advisor at Allsquare Wealth Management, LLC, based in Cary, NC, with 39 years of industry experience. Daniel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 436 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $600K | 1.20% |
| $600K - $1.2M | 0.60% |
| $1.2M+ | 0.30% |
Fees are negotiable at the firm's discretion based on criteria such as household assets, expected service time, and account composition.
Fee Estimator
Location
Cary, NC
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel is an Investment Advisor Representative (IAR) with AllSquare Wealth Management, LLC, dedicating full-time hours to investment advisory services. He is also an independent insurance agent selling fixed insurance products and serves as a board member for the Albany Jewish Community Center and the Jewish Federation of Northeastern New York.
Employment History
Current Registrations
Allsquare Wealth Management, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Spire Securities, LLCBroker
Northern Lights Distributors, LLCBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Goldman, Sachs & CO.Broker
Mercer Allied Company, L.P.Broker
Mercer Allied CorporationBroker
Ids Marketing CorporationBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Lyn Adams, CFPCetera Investment Advisers LLC
- Alvydas Knasas, CFPStrategic Advisers LLC
- Michael Honea, CFPCary Financial Planning, LLC
- Christopher Walsh, CFPCommonwealth Financial Network
- Jillian Rhyner, CFPJanney Montgomery Scott LLC
- Nicholas Faulkner, CFPTestament Wealth Management