David Scott Weinerman

Current Employers

Employment History

• 07/1993 → 03/2021
  Citigroup Global Markets Inc.
  Florham Park, NJ
• 06/2009 → 03/2021
  Morgan Stanley Smith Barney
  Florham Park, NJ
• 01/2015 → 03/2021
  Morgan Stanley Private Bank, National Association
  New York, NY
• 03/2021 → Present
  Summit Financial D/B/A Weinerman, Llc
  Parsippany, NJ
• 05/2021 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2009-06-01 → 2021-04-22
  Morgan Stanley
  Morristown, NJ
• 2002-05-08 → 2009-06-01
  Citigroup Global Markets Inc.
  Florham Park, NJ
  Florham Park, NJ

Other Businesses

(1) Summit Financial, LLC: d/b/a Weinerman, LLC; Investment Related; 4 Campus Drive, Parsippany, NJ 07054; RIA; Registered Rep; Start - 04/2021; 80 Hrs/Mth; 80 During Security Trading Hours; Advising Clients/Wealth Management (2) Offers Insurance As A Broker Or Agent Through Numerous Insurance Companies. Some Sales Are Through SRM, An Affiliated Company Which Is Licensed To Sell Various Insurance Products. Mr. Weinerman Earns Both Cash And Non-Cash Compensation Based On Sales Of These Products. (3) PKSF; Investment Related; 80 State Street, Albany, NY 12207; Title - Agent; Start - 5/2021; 4 Hrs/Mth; 4 During Security Trading Hours; Sales of Fixed/Traditional Insurance Products

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-04-09
• S63 Uniform Securities Agent State Law Examination
  1987-11-10