David Weinberg
David Weinberg is a registered investment advisor at Park Avenue Securities LLC, based in Cranston, RI, with 29 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Retirement Planning. Their firm serves 71,074 clients with $15B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Park Avenue Securities (PAS) offers investment management through various programs. Some programs charge an all-inclusive bundled fee based on the value of your investments. This fee covers investment advice, trading, and other administrative costs. Fees vary depending on the specific program you choose. PAS also offers a digital advisory program called VestWise with a lower fee structure. PAS representatives are compensated for servicing your accounts, and this compensation may be more than if you paid separately for investment advice and brokerage services.
Location
2000 Chapel View Blvd, Suite 215, Cranston, RI, 02920
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2024Other Business ActivitiesSells Insurance
David is involved with UpHill Productions, LLC, dedicating minimal time. He also engages in insurance activities outside of Guardian and acts as POA/Trustee for his wife, spending minimal time on each.
Employment History
Current Registrations
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Lincoln Financial Advisors CorporationBroker
Lincoln Financial Advisors Corporation
New England Securities Corporation
New England SecuritiesBroker
Veravest Investments, INC.Broker
Pruco Securities CorporationBroker
State Registrations15 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.