MW
MW

Martin Weinberg

20 Years of Experience
Las Vegas, NV
Broker

Martin Weinberg is a registered investment advisor at Morgan Stanley, based in Las Vegas, NV, with 20 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

8548 Rozita Lee Avenue, Suite 400, Las Vegas, NV, 89113

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Martin is a board member for the Anti-Defamation League, spending minimal time on fundraising. He also owns rental property and dedicates minimal time to property management.

Employment History
Current Registrations
Morgan Stanley
May 2022 - Present · 4 yrs 2 mos
Morgan StanleyBroker
May 2022 - Present · 4 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
June 2013 - May 2022 · 8 yrs 11 mos
UBS Financial Services INC.Broker
June 2013 - May 2022 · 8 yrs 11 mos
Amerivest Investment Management, LLC
March 2011 - June 2013 · 2 yrs 3 mos
TD Ameritrade, INC.
March 2011 - June 2013 · 2 yrs 3 mos
TD Ameritrade, INC.Broker
March 2011 - June 2013 · 2 yrs 3 mos
Morgan Stanley Smith Barney LLC
April 2010 - February 2011 · 10 mos
Morgan Stanley Smith BarneyBroker
March 2010 - February 2011 · 11 mos
Merrill Lynch Pierce Fenner & Smith INC.
June 2001 - January 2005 · 3 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2001 - January 2005 · 3 yrs 9 mos
Sunamerica Capital Services, INC.Broker
August 2000 - February 2001 · 6 mos
State Registrations16 states
AZCAIAIDILMAMNNCNVNYOHPASCTXUTWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.