Samuel Weiner
Samuel Weiner is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Winter Park, FL, with 41 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
1560 Orange Avenue, Suite 650, Winter Park, FL, 32789
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Samuel is a partner in Weiner Brothers, an investment partnership with his brothers, established in 1986, spending minimal time on it. He is also a co-owner and financial advisor at Winter Park Wealth Group, dedicating a few hours per week to this.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.Broker
Citigroup Global Markets INC.
Lehman Brothers INC.Broker
State Registrations52 states
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