Steven A Weintraub

Current Employers

Employment History

• 10/1992 → 04/2025
  West Coast Financial, Llc
  Santa Barbara, CA
• 04/2025 → Present
  Cerity Partners Llc
  New York, NY

Previous Registrations

• 1997-07-08 → 2025-10-13
  West Coast Financial, Llc
  Santa Barbara, CA
  Santa Barbara, CA

Other Businesses

1) Business: West Coast Financial, LLC; Investment-related: Yes; Address: Santa Barbara, CA; Nature of Business: Member of West Coast Financial, LLC and the general partner for the WCF Ozone Fund I, LP, WCF Real Estate Fund I, LP, and WCF Real Estate Fund II, LP. West Coast Financial, LLC is the owner of WCF RE Associates III, LLC which is the general partner for WCF Real Estate Fund III, LP. West Coast Financial, LLC is the owner of WCF RE Associates IV, LLC which is the general partner for WCF Real Estate Fund IV, LP. Cerity Partners merged with West Coast Financial, LLC on April 1, 2025, and has agreed that West Coast Financial, LLC will maintain general partners in five private real estate funds that will not be part of Cerity Partners, but will be considered outside business activities. General Partners currently include West Coast Financial, LLC, WCF RE Associates III LLC, and WC RE Associates IV, LLC. Cerity Partners has assumed the role of investment manager for each fund and will carry out the operations for each fund; Position/Title: Member and General Partner; Start Date: 4/1/2025; Number of Hours: 0 per month during or outside of securities trading hours

Exams

• S63 Uniform Securities Agent State Law Examination
  1986-02-14

Designations

Other Names

• Steve Weintraub