David E. Weiner

CALYDON CAPITAL

Englewood, NJ 07631

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CRD#: 1763447

Professional summary

David Edward Weiner is a registered financial advisor currently at CALYDON CAPITAL, LLC located in Englewood, New Jersey.

David is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. David has worked at 7 firms and has passed the Series 65, Series 63, Series 7 and Series 24 exams.

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.

SERVES AS PARTNER OF VERTIGO CAPITAL MANAGEMENT, LLC. LOCATED AT 560 SYLVAN AVENUE, SUITE 3170, ENGLEWOOD CLIFFS NJ. DEVOTES APPROXIMATELY 10 HOURS PER WEEK WITH VERTIGO.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Edward Weiner's CRS (Customer Relationship Summary).

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

October 9, 2020 - Present

CALYDON CAPITAL, LLC

Office #1: 285 Grand Avenue Patriot Centre Building One, Englewood, NJ 07631

RIA

CRD#: 285485

Englewood, NJ

Past

June 25, 2014 - August 5, 2020

VERTIGO STRATEGIES, LLC

RIA

CRD#: 169809

ENGLEWOOD, NJ

Past

December 10, 2012 - December 11, 2014

JAWS CAPITAL PARTNERS, LLC

RIA

CRD#: 163981

ENGLEWOOD CLIFFS, NJ

Past

December 3, 2001 - January 18, 2007

CUMBERLAND BROKERAGE CORPORATION

CRD#: 13409

ARDMORE, PA

Past

December 1, 2000 - December 21, 2001

MUNIMART.COM, INC.

CRD#: 103967

ENGLEWOOD CLIFFS, NJ

Past

March 8, 1993 - December 1, 2000

WEINER ABRAMS & COMPANY, INC.

CRD#: 31085

ENGLEWOOD CLIFFS, NJ

Past

February 23, 1988 - February 4, 1993

STOEVER, GLASS & COMPANY INC.

CRD#: 7031

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

CALYDON CAPITAL, LLC

CALYDON CAPITAL, LLC | PRINCIPAL STREET PARTNERS, LLC | GREEN SQUARE ASSET MANAGEMENT, LLC | GREEN SQUARE ASSET MANAGEMENT

CRD#: 285485 / SEC#: 801-108508

RIA

Registered Investment Advisory firm - (10/17/2016 Approved)

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

New Jersey
(10/9/2020)

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

State Security Law Exam

IAR

Series 65

Date: 12/4/2012

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 4/12/1988

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 2/20/1988

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 1/28/1993

General Securities Principal Examination

Current Firm

CALYDON CAPITAL, LLC

CALYDON CAPITAL, LLC | PRINCIPAL STREET PARTNERS, LLC | GREEN SQUARE ASSET MANAGEMENT, LLC | GREEN SQUARE ASSET MANAGEMENT

CRD#: 285485 / SEC#: 801-108508

RIA

Registered Investment Advisory firm - (10/17/2016 Approved)

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Contact information

Main Address

999 Shady Grove Rd South Suite 106, Memphis, TN 38120

Mailing Address

Phone number

(844) 678-6900

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (13 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

CALYDON CAPITAL ADV PART 2 BROCHURE MAY 2025 (8/4/2025)

Regulatory assets under management

Total Number of Accounts	804
AUM (Assets Under Management)	$ 2,858,255,385

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

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Firm Stability Insights

David E. Weiner

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view David Edward Weiner's CRS (Customer Relationship Summary).

Certified licenses

Experience

VERTIGO STRATEGIES, LLC

JAWS CAPITAL PARTNERS, LLC

CUMBERLAND BROKERAGE CORPORATION

MUNIMART.COM, INC.

WEINER ABRAMS & COMPANY, INC.

STOEVER, GLASS & COMPANY INC.

Primary Firm SEC Registration

CALYDON CAPITAL, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/4/2012

Series 63

Date: 4/12/1988

Series 7

Date: 2/20/1988

Series 24

Date: 1/28/1993

Current Firm

CALYDON CAPITAL, LLC

Contact information

SEC notice filing (13 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

CALYDON CAPITAL, LLC

TRUST BUT VERIFY

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