Shai Weinbaum, financial advisor Poulsbo WA

Shai Weinbaum

CRD Number: 6180967
Current Firm: Shai Weinbaum Investment Management

Shai Weinbaum (CRD# 6180967) is an Investment Advisor Representative working at Shai Weinbaum Investment Management in Poulsbo, WA and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
Shai Weinbaum Investment Management Poulsbo, WA Sep 2013 - Current 10
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Shai J. Weinbaum
Phone Number: 360-621-8540
Registered State(s):
  • WA
Current Firm Details
Shai Weinbaum Investment Management
Firm's CRD Number: 167376
By the Numbers
  • Total Assets Under Management
    1
    MILLIONS
  • Total Number of Accounts
    10
    ACCOUNTS
  • Average Account Value
    $55,987
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

WA

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