linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Montie Lee Weisenberger

EAM Investors, LLC

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

About Montie Lee Weisenberger

Montie Lee Weisenberger is a registered investment advisor representative in the state of California. Montie is currently affiliated with EAM Investors, LLC, and has been registered as an investment advisor representative since 2008. Prior to this, Montie was employed by Nicholas-Applegate Securities LLC and Adams, Harkness & Hill, Inc. Montie has passed the Series 7, Series 63 and Series 66 examinations. Montie's specializations include portfolio management for pooled investment vehicles, investment companies, and businesses.

Firm Information

Montie Weisenberger is currently registered with EAM Investors, LLC. EAM Investors, LLC is an investment advisor located in Solana Beach, CA. The firm has 5 investment adviser representatives and manages approximately $932,639,270 in regulatory assets. EAM Investors, LLC provides portfolio management services to investment companies, pooled investment vehicles, and businesses. The firm also offers advisory services to state or municipal government entities and pension and profit-sharing plans.
EAM Investors, LLC

215 HIGHWAY 101

SOLANA BEACH, CA 92075

$932.64M

Assets Under Management

14

Total Clients

4

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 investment companies

Strategic management for diversified investment portfolios.

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.

Montie Weisenberger’s Registration & Firm History

CA

05/21/2008 - Present

EAM Investors, LLC (SOLANA BEACH CA)

CA

10/17/2001 - 08/20/2007

NICHOLAS-APPLEGATE SECURITIES LLC (SAN DIEGO CA)

NY

09/19/2000 - 08/27/2001

ADAMS, HARKNESS & HILL, INC. (NEW YORK NY)

Not sure if Montie Lee Weisenberger is right for you?

Licenses & Designations

BOTH

Issued 05/20/2008

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/08/2002

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/18/2000

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Montie Lee Weisenberger.
Not sure if Montie Lee Weisenberger is right for you?