Eugene M. Weber

WEBER CAPITAL MANAGEMENT LLC

SAN FRANCISCO, CA 94104

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CRD#: 1659975

Professional summary

Eugene Michael Weber is a registered financial advisor currently at WEBER CAPITAL MANAGEMENT LLC located in San Francisco, California.

Eugene is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Eugene has worked at 3 firms and has passed the Series 7 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eugene Michael Weber's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 16, 2009 - Present

WEBER CAPITAL MANAGEMENT LLC

Office #1: 580 California St. Suite 1663, San Francisco, CA 94104

RIA

CRD#: 109624

SAN FRANCISCO, CA

Past

July 15, 1996 - September 2, 2009

SJ CAPITAL, INC.

CRD#: 16081

SAN FRANCISCO, CA

Past

February 23, 1988 - July 14, 1994

BOSTON PARTNERS SECURITIES, L.L.C.

CRD#: 2998

BOSTON, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/16/2009)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

General Industry/Product Exam

Series 7

Date: 1/16/1988

General Securities Representative Examination

Current Firm

WEBER CAPITAL MANAGEMENT LLC

CRD#: 109624 / SEC#: 801-57043

RIA

Registered Investment Advisory firm - (6/23/2009 Terminated)

California

Registered Investment Advisory firm - (6/16/2009 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

580 California St. Suite 1663, San Francisco, CA 94104

Mailing Address

Po Box 475399, San Francisco, CA 94147

Phone number

(415) 828-5680

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	4
AUM (Assets Under Management)	$ 96,028,914

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
10/29/2024	Cover Page	Report
01/26/2024	Cover Page	Report
09/28/2022	Cover Page	Report

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Eugene M. Weber

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eugene Michael Weber's CRS (Customer Relationship Summary).

Certified licenses

Experience

WEBER CAPITAL MANAGEMENT LLC

SJ CAPITAL, INC.

BOSTON PARTNERS SECURITIES, L.L.C.

State Registrations and Notice Filings

Exams

Series 7

Date: 1/16/1988

Current Firm

WEBER CAPITAL MANAGEMENT LLC

Contact information

Documents

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

WEBER CAPITAL MANAGEMENT LLC

TRUST BUT VERIFY

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