David Weinstock is a CFP-designated registered investment advisor, based in Hewlett, NY, with 33 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold.
Location
Hewlett, NY
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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 owns Erudite Wealth Management and Kestra Advisory Services, LLC, providing investment, insurance, and financial planning services, dedicating full-time hours to each. He also serves as President of Harbor House Condominium, spending minimal time on HOA duties.
Employment History
Current Registrations
Kestra Investment Services, LLC
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Mazars Wealth Advisors
Apw Capital, INC.Broker
Valmark Securities, INC.Broker
American General Securities IncorporatedBroker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Mony Securities CORP.Broker
Pruco Securities CorporationBroker
State Registrations12 states
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