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Daniel Victor Weinstein

KFA Private Wealth Group, LLC

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About Daniel Victor Weinstein

Daniel Weinstein is a financial advisor who provides financial planning and portfolio management services for individuals, businesses, and charitable organizations. He is a Certified Financial Planner™ and has over 6 years of experience in the financial services industry. Daniel Weinstein is currently registered with KFA Private Wealth Group, LLC in Virginia and previously worked with Morgan Stanley. Daniel Weinstein and his team at KFA Private Wealth Group, LLC strive to help their clients achieve their financial goals.

Firm Information

Daniel Weinstein is currently registered with KFA Private Wealth Group, LLC. KFA Private Wealth Group, LLC is a registered investment advisor located in Tyson, VA. The firm provides financial planning, pension consulting, and portfolio management services to high-net-worth individuals, individuals other than high-net-worth, pension and profit sharing plans, and charitable organizations. They manage approximately $784 million in assets for their clients.
KFA Private Wealth Group, LLC

8350 BROAD ST.

TYSON, VA 22102-5151

$784.48M

Assets Under Management

56

Total Clients

10

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Daniel Weinstein’s Registration & Firm History

VA

03/03/2022 - Present

KFA Private Wealth Group, LLC (TYSON VA)

MD

10/06/2016 - 12/04/2018

MORGAN STANLEY (ROCKVILLE MD)

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Licenses & Designations

BOTH

Issued 08/18/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Daniel Victor Weinstein.
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