Sarajane G. Weinstein

KANNER FINANCIAL SERVICES LLC

North Haven, CT 06473

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CRD#: 6920415

Professional summary

Sarajane Gibson Weinstein, who also goes by Sarajane G Weinstein, Sarajane Weinstein, is a registered financial advisor currently at KANNER FINANCIAL SERVICES LLC located in North Haven, Connecticut.

Sarajane is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Sarajane has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Sarajane G Weinstein | Sarajane Weinstein

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.

Etz Chaim Religious School, Marietta, GA, , NOT INVESTMENT RELATED, PART TIME RELIGIOUS SCHOOL TEACHER, 24 HOURS PER MONTH, 0 HOURS DURING TRADING HOURS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarajane Gibson 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

April 6, 2018 - Present

KANNER FINANCIAL SERVICES LLC

Office #1: 116 Washington Ave Third Floor, North Haven, CT 06473

RIA

CRD#: 144954

North Haven, CT

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

Connecticut
(4/6/2018)

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: 4/6/2018

Uniform Investment Adviser Law Examination

Current Firm

KANNER FINANCIAL SERVICES LLC

KANNER FINANCIAL SERVICES LLC | KANNER FINANCIAL SERVICES, LLC

CRD#: 144954 / SEC#:

Connecticut

Registered Investment Advisory firm - (8/31/2007 Approved)

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Contact information

Main Address

116 Washington Ave Third Floor, North Haven, CT 06473

Mailing Address

Phone number

(203) 239-5370

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	488
AUM (Assets Under Management)	$ 101,684,355

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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Sarajane G. Weinstein

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Sarajane Gibson Weinstein's CRS (Customer Relationship Summary).

Certified licenses

Experience

KANNER FINANCIAL SERVICES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 4/6/2018

Current Firm

KANNER FINANCIAL SERVICES LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

KANNER FINANCIAL SERVICES LLC

TRUST BUT VERIFY

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