Alan Weingarten is a registered investment advisor at Comprehensive Capital Management, INC., based in Lynbrook, NY, with 32 years of industry experience. Alan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,105 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CCM offers investment management services where the annual fee is a percentage of the assets they manage. The fee generally ranges from 0.25% to 2.95%. Each financial advisor at CCM can set their own fee rates within this range and negotiate with clients. CCM also offers active management services for a similar fee range. Pension consulting services are also offered for a similar fee range.
Location
700 Merrick Road, Lynbrook, NY, 11563
Get directionsHistory
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 Activities
Alan is the owner/operator of Weingarten Financial Funding, providing pre-settlement funding of lawsuits, dedicating about a quarter of his time. He also works as an investment advisor for Comprehensive Capital Management, spending a few hours per week on this role.
Employment History
Current Registrations
Comprehensive Capital Management, INC.
Apw Capital, INC.
Apw Capital, INC.Broker
Previous Registrations
Cambridge Investment Research, INC.Broker
American Portfolios Financial Services, INC.Broker
Wise Planning CORP.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations2 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.