Steve Weinstock (CRD# 7025684) is an Investment Advisor Representative working at Morse Group Investment Advisors in Sherman Oaks, CA and has over 5 years of experience in the finance industry.
CRD# 6724246
Modern Assets, LLC
CRD# 2619073
Wedbush Securities Inc.
CRD# 1343922
Virtue Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pickup Bricks LLC | Los Angeles, CA | Jun 2023 - Current | < 1 |
| Morse Group Investment Advisors, LLC | Los Angeles, CA | Sep 2020 - Current | 3 |
| Weinstock Consulting | Los Angeles, CA | Jun 2020 - Current | 3 |
| Alphanext, LLC | Los Angeles, CA | Nov 2018 - Jun 2020 | 1 |
| Alphanext, LLC | Los Angeles, CA | Sep 2018 - Nov 2018 | < 1 |
| Weinstock Consulting | Los Angeles, CA | Jun 2012 - Sep 2018 | 6 |
| Alchemy Glass & Light, Inc. | Los Angeles, CA | Oct 1992 - Dec 2015 | 23 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2018 |
- CA
-
Total Assets Under Management14MILLIONS
-
Total Number of Accounts5ACCOUNTS
-
Average Account Value$2,816,921
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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