Bruce Weininger, financial advisor Chicago IL
96 score

Bruce Weininger

CRD Number: 1925209
Current Firm: Kovitz Investment Group Partners, LLC

Bruce Weininger (CRD# 1925209) is an Investment Advisor Representative working at Kovitz Investment Group Partners, LLC in Chicago, IL and has over 11 years of experience in the finance industry. Bruce Weininger has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Kovitz Investment Group Partners, LLC Chicago, IL Jan 2016 - Current < 1
Kovitz Securities Chicago, IL Jul 2004 - Current 12
Kovitz Investment Group, LLC Chicago, IL Jul 2004 - Dec 2015 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2005
Contact Info for Bruce A. Weininger
Phone Number: 312-334-7300
Firm Website: http://www.kovitz.com
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    2,657
    MILLIONS
  • Total Number of Accounts
    3,100
    ACCOUNTS
  • Average Account Value
    $857,208
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AZ, CA, CO, FL, IL, IN, MA, MI, MN, NC, NJ, NY, PA, TX, VA, WA, WI

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BADGES
96
Clean Record
This advisor has a clean track record with regulators.

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