Eric G. Weinberg
Professional summary
Eric G Weinberg is a registered financial advisor currently at WEINBERG ADVISORY GROUP located in Columbus, Ohio.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1988. Eric has worked at 5 firms and has passed the Series 65, Series 63, Series 31 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Eric G Weinberg's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 14, 2005 - Present
WEINBERG ADVISORY GROUP
Office #1: 35 North Fourth Street Suite 300-d, Columbus, OH 43215June 29, 2005 - December 31, 2020
WEINBERG ADVISORY GROUP
January 7, 2003 - September 11, 2003
RAYMOND JAMES FINANCIAL SERVICES, INC.
January 8, 1993 - January 13, 2003
MORGAN STANLEY DW INC.
September 4, 1990 - January 20, 1993
WELLS FARGO CLEARING SERVICES, LLC
March 22, 1988 - September 4, 1990
PRESCOTT, BALL & TURBEN, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/14/2005)
Exams
Current Firm
WEINBERG ADVISORY GROUP
CRD#: 133954 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 130 |
| AUM (Assets Under Management) | $ 50,250,000 |
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