Bruce Weinstein, financial advisor Scottsdale AZ
81 score

Bruce Weinstein

CRD Number: 1979341
Current Firm: On Investment Management Co

Bruce Weinstein (CRD# 1979341) is an Investment Advisor Representative working at On Investment Management Co in Scottsdale, AZ and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
Partners For Prosperity, Inc. Mount Enterprise, TX Sep 2010 - Current 6
The O.n. Investment Management Company Cincinnati, OH May 2007 - Current 9
Premier Southwest Planning Group Scottsdale, AZ Sep 2004 - Current 12
The O.n. Equity Sales Company Cincinnati, OH Jul 2004 - Current 12
Premier Southwest Benefits Group Scottsdale, AZ Jan 2001 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1989
S65 NASAA Investment Advisors Law Examination Aug 2004
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.

Reported Disclosure Event:
  • Financial Issue
Get Details on the FINRA Advisor Check site
Contact Info for Bruce J. Weinstein
Phone Number: 855-262-0913
Registered State(s):
  • AZ
By the Numbers
  • Total Assets Under Management
    832
    MILLIONS
  • Total Number of Accounts
    6,888
    ACCOUNTS
  • Average Account Value
    $120,767
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
  • Selection of other advisers (including private fund managers)
  • Other
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, VT, WA, WI, WV

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BADGES
81

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