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MW

Michael W. Weinstein

SISUNG INVESTMENT MANAGEMENT SERVICES LLC
METAIRIE, LA 70002
Some features on this profile are disabled
CRD#: 5838200
MW

Professional summary

Michael Wassner Weinstein is a registered financial advisor currently at SISUNG INVESTMENT MANAGEMENT SERVICES LLC located in Metairie, Louisiana.

Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Michael has worked at 1 firm and has passed the Series 65 exam.

top-8-questions

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.
ADAMS 237, LLC; 237 E WM DAVID PKY, METAIRIE, LA 70005; NON-INVESTMENT RELATED; SINGLE-FAMILY HOME RENTAL; GP; 5 HOURS PER MONTH; 07/2012-PRES

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Michael Wassner Weinstein'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

September 27, 2010 - Present

SISUNG INVESTMENT MANAGEMENT SERVICES LLC

Office #1: 3850 N. Causeway Blvd. Suite 1930, Metairie, LA 70002
RIA
CRD#: 107318
METAIRIE, LA

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".
SI
SISUNG INVESTMENT MANAGEMENT SERVICES LLC
SIMS | SISUNG INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 107318 / SEC#: 801-49929

RIA
Registered Investment Advisory firm - (8/18/1995 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
Louisiana
(1/2/2025)
IAR
Texas
(10/11/2012)

Exams

State Security Law Exam
IAR
Series 65
Date: 2/25/2011
Uniform Investment Adviser Law Examination

Current Firm

SI
SISUNG INVESTMENT MANAGEMENT SERVICES LLC
SIMS | SISUNG INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 107318 / SEC#: 801-49929

RIA
Registered Investment Advisory firm - (8/18/1995 Approved)
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Contact information

Main Address
3850 N. Causeway Blvd. Suite 1930, Metairie, LA 70002
Mailing Address
Phone number
(504) 544-7700
Established
Firm type
Fiscal year end
# of Employees
7

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Latest Form ADV

Part 2 Brochures

SIMS 2A (3/26/2025)

Regulatory assets under management

Total Number of Accounts12
AUM (Assets Under Management)$ 1,953,375,257

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.

Company Information

SISUNG INVESTMENT MANAGEMENT SERVICES LLC

CRD#: 107318Metairie, LA 70002

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