Steven Jeff Weinberger
Investment adviser representative at Hcr Wealth Advisors
27 yearsExperience
1 stateRegistered in
$2BFirm assets
27 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
27 years in the industry.
- Investment Security CorporationJul 2002 to now
- Hcr Wealth AdvisorsJan 1999 to now
- Heller Capital Resources Financial Insurance Services, Inc.Jan 1999 to Dec 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1999
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 1 state (CA).
Hcr Wealth Advisors
$2BAssets managed
938Clients
10Advisers
27 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
- 3221929
- Firm CRD
- 108676