linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Andrew Weinstein

Maxim Financial Advisors LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Andrew? Claim Your Profile

About Andrew Weinstein

Andrew Weinstein is a registered investment advisor representative with Maxim Financial Advisors LLC. Andrew has been in the industry since August 14, 1991, and holds a Series 7, Series 63, and Series 65 license. Andrew specializes in providing portfolio management services for both businesses and individuals. Andrew has been with Maxim Financial Advisors since August 2017, and previously worked with Maxim Group LLC. Andrew has experience working with individuals and businesses in the following areas: portfolio management, financial planning, selection of other advisors. Andrew is a registered investment advisor representative in California, Florida, New Jersey, and New York.

Firm Information

Andrew Weinstein is currently registered with Maxim Financial Advisors LLC. Maxim Financial Advisors LLC is an investment advisor registered with the SEC and located in NEW YORK, NY. They have 41 investment adviser representatives and manage approximately $371,163,779 in assets for 754 clients. The firm provides portfolio management services for individuals, businesses and pension plans. They also offer selection of other advisors services and participate in wrap fee programs.
Maxim Financial Advisors LLC

300 PARK AVE

NEW YORK, NY 10022

$371.16M

Assets Under Management

Not reported

Total Clients

36

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Andrew Weinstein’s Registration & Firm History

NY

07/23/2021 - Present

Maxim Financial Advisors LLC (NEW YORK NY)

NY

01/31/2001 - 10/23/2002

INVESTEC ERNST & COMPANY (NEW YORK NY)

NY

04/26/2000 - 01/31/2001

HERZOG, HEINE, GEDULD, INC. (NEW YORK NY)

NY

10/10/1991 - 05/01/2000

JOSEPHTHAL & CO., INC. (NEW YORK NY)

NA

08/15/1991 - 10/11/1991

JOSEPHTHAL & CO., INC.

Not sure if Andrew Weinstein is right for you?

Licenses & Designations

IA

Issued 12/27/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 09/17/1991

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/14/1991

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE Arca, Inc.

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Andrew Weinstein.
Not sure if Andrew Weinstein is right for you?