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Michael Weinberg
35 Years of Experience
Coral Gables, FL
2 DisclosuresBrokerSells Insurance
Michael Weinberg is a registered investment advisor, based in Coral Gables, FL, with 35 years of industry experience.
Location
2525 Ponce de Leon BLVD, Suite 1080, Coral Gables, FL, 33134
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Regulatory History (2)
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Customer Dispute
April 2010Settled
Customer Dispute
April 2009Settled
Other Business ActivitiesSells Insurance
Michael is involved in several business activities. He manages Weinberg Family Holdings LLC, works as a financial advisor for NewEdge Wealth LLC, created Bruncle Holdings LLC for a private securities transaction, and works with TPG Financial on client insurance opportunities.
Employment History
Current Registrations
Newedge Securities, LLCBroker
February 2022 - Present · 4 yrs 5 mos
New Edge Wealth
January 2022 - Present · 4 yrs 6 mos
Previous Registrations
UBS Financial Services INC.Broker
November 2008 - February 2022 · 13 yrs 3 mos
UBS Financial Services INC.
November 2008 - February 2022 · 13 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2000 - November 2008 · 8 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2000 - November 2008 · 8 yrs 8 mos
Painewebber IncorporatedBroker
February 1996 - March 2000 · 4 yrs 1 mo
Prudential Securities IncorporatedBroker
May 1993 - January 1996 · 2 yrs 8 mos
Lehman Brothers INC.Broker
May 1990 - May 1993 · 3 yrs
Paragon Capital CorporationBroker
April 1990 - May 1990 · 1 mo
State Registrations15 states
COCTFLILINLAMAMDMINCNJNMNYTXWI
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.