Daniel Weinstein has been an investment adviser representative at KFA Private Wealth Group since March 2022, and is not listed among the firm’s executive officers or direct owners. Daniel Weinstein holds a Bachelor of Arts in Economics from the University of Michigan.
Kfa Private Wealth Group, LLC is a Tyson, VA firm with $830M under management, 823 clients and 11 advisers in one office, as of its March 2026 filing.
Danny Weinstein is Financial Advisor of KFA Private Wealth Group, based in Tysons, Virginia. He began working in the wealth management industry at Morgan Stanley and later joined Heritage Investors Management Corporation in Bethesda, where he worked with families, business owners and non-profit organizations on their financial planning.
Daniel Weinstein’s longest registration is the current one, 4 years at KFA Private Wealth Group since 2022. Before joining KFA Private Wealth Group in 2022, Daniel Weinstein was registered through Morgan Stanley.
- – present · 4 yearsTyson, VA · Adviser representative · Firm CRD 281678
- Morgan Stanley– · 2 yearsRockville, MD · Adviser representative · Firm CRD 149777
Professional designations
Listed by KFA Private Wealth Group
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Daniel Weinstein is registered as an investment adviser representative in Virginia, since March 2022.
- VirginiaSince 3 March 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 7 | General Securities Representative Examination | 6 October 2016 |
| Series 66 | Uniform Combined State Law Examination | 18 August 2016 |
- Name
- Securities Industry Essentials Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Daniel Victor Weinstein
- CRD
- 6489663
- Firm
- KFA Private Wealth Group · CRD 281678
- Office
- 8350 BROAD ST., SUITE 220, Tyson, VA 22102-5151
- Registration
- Investment adviser registration
- In the industry since
- January 2020
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- kfapwg.com
Where does Daniel Weinstein work?
Daniel Weinstein is an investment adviser representative registered through Kfa Private Wealth Group, LLC since March 2022, and is not listed among the firm’s executive officers or direct owners.
Is Daniel Weinstein a financial advisor?
Yes. Daniel Weinstein has a current investment-adviser registration in Virginia, through KFA Private Wealth Group since March 2022.
How many years of experience does Daniel Weinstein have?
Daniel Weinstein has 6 years in the financial industry, since January 2020, across 2 adviser firms.
What exams has Daniel Weinstein passed?
Daniel Weinstein has passed 2 licensing exams: the Series 66 and Series 7. The earliest, the Series 66, was passed in August 2016. FINRA credited Daniel Weinstein with the SIE, which began in October 2018.
Where did Daniel Weinstein work before KFA Private Wealth Group?
Before KFA Private Wealth Group, Daniel Weinstein was registered through Morgan Stanley, October 2016 to December 2018.
Where is Daniel Weinstein based?
Daniel Weinstein’s registered office is in Tyson, VA.
Is Daniel Weinstein registered with FINRA?
No. Daniel Weinstein has no current broker registration.
Is Daniel Weinstein a CFP?
KFA Private Wealth Group lists Daniel Weinstein with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Daniel Weinstein’s record?
Search CRD 6489663 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Daniel Weinstein’s full registration record.
