Mark Weiderman, financial advisor Westlake Village CA

Mark Weiderman

CRD Number: 2074035
Current Firm: Manchester Financial Inc.

Mark Weiderman (CRD# 2074035) is an Investment Advisor Representative working at Manchester Financial Inc. in Westlake Village, CA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Manchester Financial, Inc. Westlake Village, CA Feb 2015 - Current 5
Ubs Financial Services Inc. Westlake Village, CA Oct 2014 - Feb 2015 < 1
Merrill Lynch, Pierce, Fenner & Smith Incorporated Beverly Hills, CA Oct 2013 - Oct 2014 1
Bank Of America, N.a. Beverly Hills, CA Oct 2013 - Oct 2014 1
Purshe Kaplan Sterling Investments Albany, NY Feb 2011 - Sep 2013 2
New England Investment & Retirement Group, Inc. Methuen, MA Mar 2005 - Sep 2013 8
Commonwealth Financial Network Waltham, MA Apr 2005 - Feb 2011 5
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Sep 1990
S65 NASAA Investment Advisors Law Examination Jan 2014
Contact Info for Mark Weiderman
Phone Number: 805-495-4405
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    758
    MILLIONS
  • Total Number of Accounts
    2,319
    ACCOUNTS
  • Average Account Value
    $326,853
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
  • Other
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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AZ, CA, CO, FL, ID, NC, NH, NV, NY, OR, TX, WA

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