Montie Weisenberger, financial advisor Solana Beach CA

Montie Weisenberger

CRD Number: 4246645
Current Firm: Eam Investors, LLC

Montie Weisenberger (CRD# 4246645) is an Investment Advisor Representative working at Eam Investors, LLC in Solana Beach, CA and has over 19 years of experience in the finance industry.

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Company Name Location Dates Years
Eam Investors, LLC Cardiff By The Sea, CA Jul 2007 - Current 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2002
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Montie L. Weisenberger
Phone Number: 760-479-5080
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    841
    MILLIONS
  • Total Number of Accounts
    9
    ACCOUNTS
  • Average Account Value
    $93,443,925
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

CA

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