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Steven Jeff Weinberger

Hcr Wealth Advisors
26 Years of Experience
4 DisclosuresBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningInsurance PlanningHigh Net Worth
Hcr Wealth Advisors
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
943 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$500K

Location

10866 Wilshire Blvd., Suite 1600, Los Angeles, CA, 90024

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
May 2016
Settled
Customer Dispute
February 2010
Award / Judgment
Customer Dispute
October 2009
Settled
Customer Dispute
May 2009
Settled
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Steven is a financial advisor at HCR Wealth Advisors, Inc. since 1999, dedicating full-time hours to providing investment advisory and financial planning services. He is also a registered representative with Investment Security Corporation since 2002, spending minimal time recommending investment products.

Employment History
Current Registrations
Hcr Wealth Advisors
January 2022 - Present · 4 yrs 1 mo
Investment Security CorporationBroker
August 2002 - Present · 23 yrs 6 mos
Previous Registrations
Hcr Wealth Advisors
January 2007 - December 2021 · 14 yrs 11 mos
Royal Alliance Associates, INC.Broker
May 1999 - July 2002 · 3 yrs 2 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.