Ian A. Weinstein

REGIMEN WEALTH

Atlanta, GA 30339

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CRD#: 4146652

Professional summary

Ian Alexandre Weinstein, ChFC® is a registered financial advisor currently at REGIMEN WEALTH, LLC located in Atlanta, Georgia.

Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Ian has worked at 3 firms and has passed the Series 66, Series 63, SIE and Series 7 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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian Alexandre Weinstein'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®

ChFC^®

Chartered Financial Consultant

Experience

Current

July 31, 2020 - Present

REGIMEN WEALTH, LLC

Office #1: 3300 Riverwood Parkway Suite 1030, Atlanta, GA 30339

RIA

CRD#: 309672

Atlanta, GA

Past

April 22, 2003 - August 6, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

ATLANTA, GA

Past

March 31, 2000 - July 3, 2006

IDS LIFE INSURANCE COMPANY

CRD#: 6321

MINNEAPOLIS, MN

Past

March 31, 2000 - August 6, 2020

AMERIPRISE FINANCIAL SERVICES, LLC

CRD#: 6363

ATLANTA, GA

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".

REGIMEN WEALTH, LLC

AZALEA ADVISORS, LLC | REGIMEN WEALTH, LLC

CRD#: 309672 / SEC#: 801-119088

RIA

Registered Investment Advisory firm - (7/17/2020 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

Georgia
(8/10/2020)

IAR

Texas
(7/31/2020)

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 66

Date: 4/17/2003

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 4/24/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/30/2000

General Securities Representative Examination

Current Firm

REGIMEN WEALTH, LLC

AZALEA ADVISORS, LLC | REGIMEN WEALTH, LLC

CRD#: 309672 / SEC#: 801-119088

RIA

Registered Investment Advisory firm - (7/17/2020 Approved)

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Contact information

Main Address

3300 Riverwood Parkway Suite 1030, Atlanta, GA 30339

Mailing Address

Phone number

(770) 738-8200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (11 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

REGIMEN WEALTH PART 2A BROCHURE (3/12/2025)

Regulatory assets under management

Total Number of Accounts	729
AUM (Assets Under Management)	$ 330,666,701

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

Ian A. Weinstein

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian Alexandre Weinstein's CRS (Customer Relationship Summary).

Certified licenses

Experience

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

REGIMEN WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 4/17/2003

Series 63

Date: 4/24/2000

SIE

Date: 10/1/2018

Series 7

Date: 3/30/2000

Current Firm

REGIMEN WEALTH, LLC

Contact information

SEC notice filing (11 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

REGIMEN WEALTH, LLC

TRUST BUT VERIFY

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