Neil Jay Werberig

Employer firm

Maximum Asset Strategies CRD 122662

Reported services (Item 5G)

• Financial planning
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 10/1987 → Present
  Maximum Asset Strategies, Llc.
  Newtown, PA
• 08/2006 → Present
  Madison Avenue Securities, Inc.
  Newtown, PA
• 06/2023 → Present
  Maximum Asset Strategies, Llc
  Newtown, PA

Previous Registrations

• 2003-03-17 → 2006-07-10
  Eagle Strategies Llc
  Bala Cynwyd, PA

Other Businesses

START DATE: 10/01/1987 NAME OF BUSINESS: MAXIMUM ASSET STRATEGIES, LLC POSITION: OWNER/PRESIDENT INSURANCE AGENT/PRODUCER NATURE: RIA FIRM DESCRIPTION: SALES AND SERVICE OF INSURANCE AND INVESTMENT PRODUCTS INVESTMENT RELATED: YES NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 160 ADDRESS: 163 WOODHILL RD NEWTOWN PA 18940 NAME OF BUSINESS: UPPER MAKEFIELD TOWNSHIP PENSION COMMITTEE POSITION: VOLUNTEER NATURE: TOWNSHIP COMMITTEE INVESTMENT RELATED: YES NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 10/08/2003 ADDRESS: 1076 EAGLE RD., NEWTOWN PA 18940 DESCRIPTION: SIT IN AN ADVISORY CAPACITY AS A TOWNSHIP RESIDENT. LISTEN TO AND GIVE OPINIONS WITH RESPECT TO THE POLICE & NON-UNIFORMED EMPLOYEES PENSION PLANS. THERE IS NO SOLICITATION ON MY PART. NAME OF BUSINESS:TREE OF LIFE MINISTRIES POSITION: PRESIDENT NATURE:TREE OF LIFE MINISTRIES-501(C)3 INVESTMENT RELATED: NO NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 0 START DATE: 10/01/1987 ADDRESS: 163 WOODHILL RD., NEWTOWN PA 18940 DESCRIPTION: MINISTRY CONTRIBUTIONS

Exams

• S63 Uniform Securities Agent State Law Examination
  1984-11-26