Montie WeisenbergerCRD 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.
Park Avenue Securities LLC
Madison Avenue Securities, LLC
Ubs Financial Services Inc.
|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|
Total Assets Under Management841MILLIONS
Total Number of Accounts9ACCOUNTS
Average Account Value$93,443,925
- A percentage of assets under your management
- 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)
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