David Weinerman is a registered investment advisor, based in Parsippany, NJ, with 38 years of industry experience.
Location
4 Campus Drive, Parsippany, NJ, 07054
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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
David is a registered representative with Summit Financial, LLC, doing business as Weinerman, LLC, focusing on advising clients and wealth management, taking about half of his time. He also offers insurance as a broker or agent through numerous insurance companies, including SRM, and sells fixed/traditional insurance products as an agent for PKSF, dedicating minimal time to this.
Employment History
Current Registrations
Purshe Kaplan Sterling InvestmentsBroker
Summit Financial, LLC
Previous Registrations
Morgan Stanley
Morgan StanleyBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
Oppenheimer & CO., INC.Broker
L. F. Rothschild & CO. IncorporatedBroker
Hym Financial, INC.Broker
State Registrations14 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.