Steven Jeff Weinberger

Employer firm

Hcr Wealth Advisors CRD 108676

$1.96B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 01/1999 → 12/2018
  Heller Capital Resources Financial Insurance Services, Inc.
  Los Angeles, CA
• 07/2002 → Present
  Investment Security Corporation
  Calabasas, CA
• 01/1999 → Present
  Hcr Wealth Advisors
  Los Angeles, CA

Previous Registrations

• 2007-01-16 → 2021-12-31
  Hcr Wealth Advisors
  Los Angeles, CA
  Los Angeles, CA

Other Businesses

(1) I AM A FINANCIAL ADVISOR OF HCR WEALTH ADVISORS, INC., 10866 WILSHIRE BLVD., SUITE 1600, LOS ANGELES, CA 90024; INVESTMENT-RELATED; PROVIDING INVESTMENT ADVISORY AND FINANCIAL PLANNING SERVICES; MY DUTIES ARE PROVIDING INVESTMENT AND FINANCIAL ADVICE AND RELATED SERVICES; START DATE 01/1999; I DEVOTE 160 HOURS PER MONTH; I DEVOTE 4 TO 5 HOURS PER DAY DURING SECURITIES TRADING HOURS. (2) Since August 2002, I have been a registered representative with Investment Security Corporation, a registered broker-dealer located at 10866 Wilshire Blvd., Suite 1600, Los Angeles, CA 90024. In this capacity, I may recommend investment products and receive transactions commissions if products are purchased through the broker-dealer. I devote less than 1 hour per month to this activity.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-10-12
• S63 Uniform Securities Agent State Law Examination
  1999-05-28

Other Names

• Steve Jeff Weinberger