Stephan Jan Weinberger

Employer firm

Matrix Asset Advisors Inc CRD 107408

$1.40B regulatory AUM 4 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (institutions)
• Pension consulting
• CONSULTING AGREEMENT WITH MONEYPAPER ADVISOR INC.

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  1992-05-04

Designations

• Chartered Financial Analyst

Other Names

• Stephan J Weinberger
• Stephan Weinberger