Kenneth Weinstein
Kenneth Weinstein is a registered investment advisor at LPL Financial LLC, based in Yonkers, NY, with 33 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1759 Central Ave, Yonkers, NY, 10710
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Regulatory History (1)
Financial
August 2016Other Business Activities
Kenneth works in guest services at MetLife Stadium, ensuring guests are respectful and having fun at events. This takes about 10-20% of his time and does not occur during securities trading hours.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
Key Investment Services LLC
Key Investment Services LLCBroker
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
M&t Securities, INC.Broker
Signator Investors, INC.Broker
Key Investment Services LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Edward Jones
Edward JonesBroker
Madison Proprietary Trading Group, LLCBroker
Fortis Clearing Americas LLCBroker
Credit Suisse Securities (USA) LLCBroker
State Registrations9 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.