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Stephan Jan Weinberger

Matrix Asset Advisors Inc

White Plains, NY

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Current Employers
Matrix Asset Advisors Inc

10 Bank Street Suite 590, White Plains, NY 10606 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-20
  • NY RA
    APPROVED
    Since 2021-08-20

Branch Locations

10 Bank Street Suite 590, White Plains, NY 10606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Armstrong Shaw Associates Inc. New Canaan CT 11/1996 Present
Matrix Asset Advisors Inc White Plains NY 04/2010 Present
  • 11/1996 → Present
    Armstrong Shaw Associates Inc.
    New Canaan, CT
  • 04/2010 → Present
    Matrix Asset Advisors Inc
    White Plains, NY
Previous Registrations
  • 1997-02-05 → 2011-03-28
    Armstrong Shaw Associates Inc.
    New Canaan, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-05-04
  • S65 Uniform Investment Adviser Law Examination
    1992-05-04
Designations
Other Names
  • Stephan J Weinberger
  • Stephan Weinberger

View on SEC IAPD

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