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Kerry Weinstein

Mill Creek Capital Advisors, LLC

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About Kerry Weinstein

Kerry Weinstein is an investment advisor representative at Mill Creek Capital Advisors, LLC. Kerry is registered with the state of Pennsylvania. Kerry has been in the industry since January 2015. Kerry specializes in working with charitable organizations, high net worth individuals, pooled investment vehicles, pension and profit-sharing plans, and corporations or other businesses. Mill Creek Capital Advisors, LLC offers investment advisory services including financial planning, pension consulting, selection of other advisors, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.

Firm Information

Kerry Weinstein is currently registered with Mill Creek Capital Advisors, LLC. Mill Creek Capital Advisors, LLC is an investment advisor headquartered in Conshohocken, Pennsylvania. The firm manages approximately $8.2 billion in assets for a variety of clients, including high-net-worth individuals, charitable organizations, pension and profit-sharing plans, corporations, and pooled investment vehicles. They offer a range of services, including financial planning, pension consulting, portfolio management for businesses and individuals, and selection of other advisors.
Mill Creek Capital Advisors, LLC

161 WASHINGTON STREET

CONSHOHOCKEN, PA 19428

$8.20B

Assets Under Management

10

Total Clients

27

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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Kerry Weinstein’s Registration & Firm History

PA

07/10/2015 - Present

Mill Creek Capital Advisors, LLC (CONSHOHOCKEN PA)

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Licenses & Designations

IA

Issued 07/10/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kerry Weinstein.
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