David Winer (CRD# 5000497) is an Investment Advisor Representative working at Calm River Capital LLC in Weston, CT and has over 6 years of experience in the finance industry.
CRD# 2726777
Springboard Asset Management LLC
CRD# 2708116
Park Avenue Securities LLC
CRD# 811927
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Calm River Capital LLC | Darien, CT | Jan 2024 - Current | < 1 |
| Access Wealth Management | Louisville, KY | Oct 2018 - Jan 2024 | 5 |
| The Winer Kelland Clothing Company | Clinton, NY | Jan 2004 - Dec 2019 | 15 |
| Silver Pine Capital, LLC | Medfield, MA | Jul 2017 - Oct 2018 | 1 |
| University Of Louisville, College Of Business | Louisville, KY | Jan 2018 - Jun 2018 | < 1 |
| Self-employed | Boston, MA | Jan 2010 - Jul 2017 | 7 |
| Boston University, Kilachand Honors College | Boston, MA | Dec 2015 - Jan 2017 | 1 |
| Boston University, Questrom School Of Business | Boston, MA | Jan 2016 - Jun 2016 | < 1 |
| Boston University, School Of Management | Boston, MA | Jan 2015 - Jun 2015 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2017 |
- CT
- NY
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CT, NY
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