Amy Weinberger, financial advisor Cape May NJ

Amy Weinberger

CRD Number: 5239106
Current Firm: Osaic Wealth, Inc.

Amy Weinberger (CRD# 5239106) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Cape May, NJ and has over 15 years of experience in the finance industry.

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Company Name Location Dates Years
Osaic Wealth, Inc. Cape May, NJ Jan 2024 - Current < 1
Woodbury Financial Services, Inc. Rio Grande, NJ Mar 2019 - Current 5
Woodbury Financial Services, Inc. Rio Grande, NJ Mar 2019 - Jan 2024 4
Questar Capital Corporation Minneapolis, MN Mar 2007 - Mar 2019 12
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Amy B. Weinberger
Phone Number: 800-821-5100 EXT. 5389
Registered State(s):
  • NJ
By the Numbers
  • Total Assets Under Management
    29,536
    MILLIONS
  • Total Number of Accounts
    149,233
    ACCOUNTS
  • Average Account Value
    $197,920
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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