David Weiner is a registered investment advisor at Calydon Capital, LLC, based in Englewood, NJ, with 31 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 131 clients with $2.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Calydon Capital charges an annual fee based on a percentage of the value of your portfolio. The annual fee varies between 0.10% and 1.50%, depending on the amount you invest and the type of investment or management services provided. Calydon Capital may negotiate a lower fee based on certain criteria. In some situations, Calydon Capital may also be paid compensation based on a share of capital gains or capital appreciation of your assets.
Location
285 Grand Avenue, Patriot Centre Building One, Englewood, NJ, 07631
Get directionsHistory
Regulatory History (4)
Regulatory
January 2009Customer Dispute
May 2003Customer Dispute
March 1998Customer Dispute
May 1997Other Business Activities
David serves as a partner of Vertigo Capital Management, LLC. He dedicates about 10-20% of his time to this activity.
Employment History
Current Registrations
Calydon Capital, LLC
Previous Registrations
Vertigo Strategies, LLC
Jaws Capital Partners, LLC
Cumberland Brokerage CorporationBroker
Munimart.com, INC.Broker
Weiner Abrams & Company, INC.Broker
Stoever, Glass & Company INC.Broker
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.