Daniel Jay Shainberg
Investment adviser representative at Heritage Wealth Management, Inc.
18 yearsExperience
1 stateRegistered in
$643.4MFirm assets
4 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 feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
18 years in the industry.
- Heritage Wealth Management, Inc.Jan 2025 to now
- Save Mart CompaniesJul 2024 to Jan 2025
- One Source IndustriesNov 2020 to Jul 2024
- Westminster Capital Inc.May 2019 to Nov 2020
- Alloy Asset ManagementJun 2018 to May 2019
- Bhic, LLCNov 2008 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (CA).
Heritage Wealth Management, Inc.
$643.4MAssets managed
235Clients
6Advisers
4 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
- 4688321
- Firm CRD
- 316956