Benjamin Michael Weinberg
Investment adviser representative at Corient
10 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$165.3BFirm assets
Are you Benjamin Michael Weinberg? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
10 years in the industry.
- CorientMar 2026 to now
- Corient Services LLCMar 2026 to now
- Centura Wealth AdvisoryJul 2025 to Mar 2026
- Viper Volleyball ClubFeb 2023 to Jun 2024
- Davies Financial AdvisorsNov 2022 to Jun 2025
- UnemployedDec 2020 to Jan 2023
- Esin Restaurant and BarSep 2019 to Nov 2020
- Pepperdine UniversityAug 2018 to May 2022
- UnemployedMar 2016 to Jul 2018
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (CA).
Corient
Legal name: Corient Private Wealth LP
$165.3BAssets managed
26,586Clients
669Advisers
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
- 8178125
- Firm CRD
- 319448