Stanton WeissenbornCRD Number: 462541
Current Firm: Wealth Effects
Stanton Weissenborn (CRD# 462541) is an Investment Advisor Representative working at Wealth Effects in Boston, MA and has over 35 years of experience in the finance industry.
Advanced Portfolio Design, LLC
Artemis Financial Advisors
Fidelity Personal And Workplace Advisors
|Wealth Effects LLC||Stuart, FL||Jul 2021 - Current||1|
|Coburn & Meredith Inc.||Simsbury, CT||Jan 2020 - Jul 2021||1|
|Janney Montgomery Scott LLC||Stuart, FL||Oct 2016 - Dec 2019||3|
|Janney Montgomery Scott Inc.||New York, NY||Oct 1989 - Oct 2016||27|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1987|
|S65||NASAA Investment Advisors Law Examination||Sep 2006|
Total Assets Under Management330MILLIONS
Total Number of Accounts793ACCOUNTS
Average Account Value$416,141
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, CT, FL, MA, MD, ME, NH, NJ, NY, RI, TX, VA
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