Steven Weintraub is a CFP-designated registered investment advisor at Cerity Partners LLC, based in New York, NY, with 28 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Financial Planning & Coaching, High Net Worth, and 5 more. Their firm serves 19,810 clients with $120B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Our comprehensive wealth management service fee is negotiable based on the factors listed herein and generally would not exceed 1.50% per year of assets under advisement.
Fee Estimator
Contact
Steven Weintraub
Location
99 Park Avenue, 16th Floor, New York, NY, 10016
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Steven is a member and general partner of West Coast Financial, LLC, which maintains general partnerships in five private real estate funds. Cerity Partners has assumed the role of investment manager for each fund, and Steven dedicates minimal time to this activity.
Employment History
Current Registrations
Cerity Partners LLC
Previous Registrations
West Coast Financial, LLC
State Registrations1 state
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
Additional Information
Steven is a native of Southern California. He received his B.S. in Business Administration from Arizona State University and his Master’s of Science Degree in Financial Services from San Diego State University. Steven has been a practicing financial planner since 1982.He has been an adjunct professor at San Diego State University, teaching the Financial Planning capstone course for students attaining a B.S. in Financial Planning. He is a past-President of the board for the Santa Barbara Estate Planning Council (SBEPC) and past board member for the Santa Barbara chapter of the International Association for Financial Planning. He serves, in a volunteer basis, with the M.S. Society, The YMCA and is a past-President of Hope School District Board of Trustees.Steven is a Certified Financial Planner (CFP). He has spoken to national audiences for the National Estate Planning Council and the American Institute of Certified Public Accountants (AICPA).He is married, has two daughters and enjoys exercise, music and the local wine culture