Steven Weinstein
Steven Weinstein is a CFP-designated registered investment advisor at Independent Financial Partners, based in Tampa, FL, with 42 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Real Estate Investing. Their firm serves 45,782 clients with $13B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFP Advisors provides discretionary investment management services for ancillary accounts established in connection with direct real estate investments. These accounts are used for holding working capital or managing excess cash. Investments are limited to liquid, conservative instruments. The fees for these services are included in the real estate advisory fees.
Location
3030 North Rocky Point Drive West, Suite 700, Tampa, FL, 33607
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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
Steven sells insurance products, dedicating minimal time to this activity. He also works with Weinstein Financial Group, LLC providing advisory, brokerage, and insurance services, which takes up a full-time commitment.
Employment History
Current Registrations
Independent Financial Partners
Ifp Securities, LLCBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Independent Financial Partners
LPL Financial LLCBroker
LPL Financial LLC
Mutual Service Corporation
Mutual Service CorporationBroker
The O.N. Equity Sales CompanyBroker
Connecticut Mutual Financial Services, INC.Broker
Home Life Equity Sales CORP.Broker
State Registrations7 states
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