SW
Stephan Weinberger
from Matrix Asset Advisors Inc
Stephan Weinberger is a financial advisor based in New York, White Plains,
with 33 years of experience. Stephan currently works for
Matrix Asset Advisors Inc.
Stephan maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Stephan Weinberger works at Matrix Asset Advisors Inc
Matrix Asset Advisors Inc is a financial advisory firm based in White Plains, New York. It currently has approximately $884,546,246 of assets under management and employs about 12 people. Matrix Asset Advisors Inc uses a fee structure of a percentage of assets under your management, fixed fees and pension consulting services.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
14 years
Fee structure
A percentage of assets under your management, fixed fees and pension consulting services
Office location
10 Bank Street, Suite 590, White Plains, New York, 10606
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