Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
2,105 clients
Average Client Portfolio
$34K average
Assets Under Management
$71.0M

Fee Structure

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Location

700 Merrick Road, Lynbrook, NY, 11563

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Alan is the owner/operator of Weingarten Financial Funding, providing pre-settlement funding of lawsuits, dedicating about a quarter of his time. He also works as an investment advisor for Comprehensive Capital Management, spending a few hours per week on this role.

Employment History
Current Registrations
Comprehensive Capital Management, INC.
April 2021 - Present · 4 yrs 10 mos
Apw Capital, INC.
March 2009 - Present · 16 yrs 11 mos
Apw Capital, INC.Broker
March 2009 - Present · 16 yrs 11 mos
Previous Registrations
Cambridge Investment Research, INC.Broker
January 2008 - March 2009 · 1 yr 2 mos
American Portfolios Financial Services, INC.Broker
October 2002 - December 2007 · 5 yrs 2 mos
Wise Planning CORP.Broker
January 2001 - October 2002 · 1 yr 9 mos
Metlife Securities INC.Broker
May 1993 - January 2001 · 7 yrs 8 mos
Metropolitan Life Insurance CompanyBroker
May 1993 - January 2001 · 7 yrs 8 mos
State Registrations2 states
NJNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alan Weingarten - Financial Advisor | TrueAdvisor