David Weinstein has been Senior Vice President and Portfolio Manager of Dana Investment Advisors since January 2021, is not listed as a control person, but directly owns under 5% of the firm. David Weinstein holds a Honors Program degree in Political Science from the University of Notre Dame, a JD from the University of Pittsburgh School of Law and an MBA in Investments from the University of Notre Dame.
Dana Investment Advisors Inc is a Waukesha, WI firm with $6.08B under management, 2,290 clients and 28 advisers across 2 offices, as of its March 2026 filing.
David Weinstein is Senior Vice President and Portfolio Manager of Dana Investment Advisors. He joined the firm in May 2013. He is responsible for security selection and portfolio analysis across Dana's equity strategies.
- Dana Investment Advisors IncCurrent– present · 2 yearsWaukesha, WI · Adviser representative · Firm CRD 105879
Investment adviser representative registrations
David Weinstein is registered as an investment adviser representative in Wisconsin, since September 2024.
- WisconsinSince 30 September 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 4 September 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- David Brandt Weinstein
- CRD
- 7982018
- Firm
- Dana Investment Advisors · CRD 105879
- Role
- Senior Vice President and Portfolio Manager
- Office
- 20700 SWENSON DRIVE, SUITE 400, Waukesha, WI 53186-0904
- Registration
- Investment adviser registration
- In the industry since
- September 2024
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- danainvestment.com
Where does David Weinstein work?
David Weinstein has been Senior Vice President and Portfolio Manager of Dana Investment Advisors Inc since January 2021.
Is David Weinstein a financial advisor?
Yes. David Weinstein has a current investment-adviser registration in Wisconsin, through Dana Investment Advisors since September 2024.
How many years of experience does David Weinstein have?
David Weinstein has 2 years in the financial industry, since September 2024, across 1 adviser firm.
What exams has David Weinstein passed?
David Weinstein passed the Series 65 in September 2024.
Where is David Weinstein based?
David Weinstein’s registered office is in Waukesha, WI.
Is David Weinstein registered with FINRA?
No. David Weinstein has no current broker registration.
How can I verify David Weinstein’s record?
Search CRD 7982018 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Weinstein’s full registration record.
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