Invested Better
Unclaimed

Unclaimed

Unclaimed

Yitzhak Weitman

J.h. Darbie & CO., Inc.

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

About Yitzhak Weitman

Yitzhak Weitman is a Registered Representative with J.h. Darbie & CO., Inc. Yitzhak is licensed in seven states, including New York, New Jersey, Maryland, Pennsylvania, Connecticut, Illinois, and Florida. Yitzhak has been in the securities industry since 1998. Before joining J.h. Darbie & CO., Inc., Yitzhak was with First Montauk Securities Corp. and Mueller & Company Inc. Yitzhak specializes in portfolio management for individuals.

Firm Information

Yitzhak Weitman is currently registered with J.h. Darbie & CO., Inc.. J.h. Darbie & CO., Inc. is a Corporation registered with the SEC and in 46 states. Founded in June 1997, the firm offers advisory services including portfolio management for individuals and selection of other advisors. They also participate in wrap fee programs. They have approximately 9 employees, including licensed agents, investment advisor representatives, and registered representatives. The firm's website is HTTP://WWW.JHDARBIE.COM.

Not reported

Assets Under Management

Not reported

Total Clients

28

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 individuals

Personalized portfolio management to meet individual financial objectives.

check

subadvisory and solicitations

Subadvisory and solicitations

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.

check

other

Subadvisory and solicitations

Find Your Ideal Financial Advisor

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.

Yitzhak Weitman’s Registration & Firm History

NY

11/28/2008 - Present

J.h. Darbie & CO., Inc. (NEW YORK NY)

NJ

10/21/2002 - 12/03/2008

FIRST MONTAUK SECURITIES CORP. (RED BANK NJ)

NJ

09/09/1998 - 10/21/2002

MUELLER & COMPANY INC. (LAKEWOOD NJ)

Not sure if Yitzhak Weitman is right for you?

Licenses & Designations

BC

Issued 09/15/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/08/1998

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Yitzhak Weitman.
Not sure if Yitzhak Weitman is right for you?