David Wieseneck
David Wieseneck is a registered investment advisor at Cetera Investment Advisers LLC, based in Tequesta, FL, with 26 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
140 Magnolia Way, Tequesta, FL, 33469
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Regulatory History (1)
Regulatory
May 2005Other Business ActivitiesSells Insurance
David operates under the name David Wieseneck Investments, offering investment and insurance products and services, dedicating nearly full-time hours to this endeavor. He also works as an attorney, spending a few hours per week assisting people with minor legal issues.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Concourse Financial Group Advisors
Concourse Financial Group Securities, INC.Broker
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
UBS Financial Services INC.
UBS Financial Services INC.Broker
State Registrations5 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.