WEBER ASSET MANAGEMENT, INC. of LAKE SUCCESS, NY is an SEC-registered investment adviser (CRD 106267). Regulatory assets under management: $651.5M.
Compensation: % of AUM.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Ken Weber | FOUNDER AND CEO; PRESIDENT | — |
| Stuart E Markowitz | CHIEF COMPLIANCE OFFICER | — |
| Kathleen M Daly | VICE PRESIDENT | — |
| Jennifer Legum Weber | FINANCIAL PLANNER; PRESIDENT | — |
| WEBER KEN | PRESIDENT | — |
| MARKOWITZ STUART E | CHIEF COMPLIANCE OFFICER; COMPLIANCE OFFICER | — |
| DALY KATHLEEN M | VICE PRESIDENT | — |
| WEBER JENNIFER LEGUM | FINANCIAL PLANNER; SENIOR FINANCIAL PLANNER | — |