David Leslie Weinstock

Employer firm

Kestra Advisory Services, LLC CRD 283330

$79.8B regulatory AUM 6,392 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2007 → 04/2024
  Weisermazars Wealth Advisors, Llc
  New York, NY
• 12/2009 → 04/2024
  Comprehensive Asset Management & Servicing, Inc.
  Parisppany, NY
• 04/2024 → Present
  Kestra Investment Services, Llc
  Austin, TX
• 04/2024 → Present
  Kestra Advisory Services, Llc
  Austin, TX

Previous Registrations

• 2012-12-06 → 2024-05-13
  Mazars Wealth Advisors
  New York, NY

Other Businesses

Business Name: ERUDITE WEALTH MANAGEMENT POSITION: Owner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/12/2024 ADDRESS: 1509 Broadway, Hewlett NY 11557, United States DESCRIPTION: All investment, insurance and financial planning recommendations and implementation Business Name: KESTRA ADVISORY SERVICES, LLC POSITION: Owner NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/12/2024 ADDRESS: 5707 Southwest Parkway, Bldg 2, Ste 400, Austin TX 78735, United States DESCRIPTION: As investment advisor representative with Kestra Advisory Services, LLC I will provide investment, insurance and other financial planning services. Business Name: HARBOR HOUSE CONDOMINIUM POSITION: President NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2021 ADDRESS: 1501 - 1529 Broadway, Hewlett NY 11557 DESCRIPTION: Officer of the HOA for the condominium development in which I live. Duties include; arranging for condominium service (landscaping, snow removal, repairs, etc...) Business Name: ERUDITE WEALTH MANAGEMENT INC POSITION: Owner, President NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 05/15/2024 ADDRESS: 1509 Broadway, Hewlett NY 11557 DESCRIPTION: Administrative and managerial including; processing payroll, tracking expenses and maintaining records in good order.

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-01-06
• S63 Uniform Securities Agent State Law Examination
  1992-09-03

Designations

• Certified Financial Planner