Stephan Jan Weinberger
Investment adviser representative at Matrix Asset Advisors Inc
30 yearsExperience
1 stateRegistered in
CFADesignation
$1.4BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
30 years in the industry.
- Matrix Asset Advisors IncApr 2010 to now
- Armstrong Shaw Associates Inc.Nov 1996 to now
Designations
- CFA
Exams passed
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 1 state (NY).
Matrix Asset Advisors Inc
$1.4BAssets managed
650Clients
5Advisers
36 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2239312
- Firm CRD
- 107408