Niva WealthLet’s talk

Steven Weinstein

Director at Fiduciary Counselling

Officer record from the firm’s Form ADVForm ADV filed 17 March 2026

Steven Weinstein is Director of Fiduciary Counselling Inc, a ST Paul investment adviser.

Role at Fiduciary Counselling

Title on Schedule A
Director
Control
Steven Weinstein is a control person of Fiduciary Counselling.
Ownership
An individual ownership band is not available in the source record.
Tenure
Steven Weinstein has held the filed role since December 2011.

The firm

Fiduciary Counselling Inc
ST Paul, MN

Form ADV filed 17 March 2026

$10.1B AUM1,761 clients18 advisers2 offices

Career on record

The IAPD individual lookup on 17 October 2026 returned no individual record. This profile uses the firm’s Form ADV officer listing.

Registrations and exams

Individual registration and examination information for Steven Weinstein is unavailable. An officer title or CRD number does not by itself establish current investment adviser representative registration, and no registration or examination counts are inferred.

Officer record

Full name
Steven Weinstein
CRD
2477854
Firm
Fiduciary Counselling Inc
Record basis
Form ADV officer listing

This directory does not report disciplinary history, for any firm or individual, in either direction. The SEC publishes the complete record, including any disciplinary events, and it is the authoritative place to check one. Check this record on adviserinfo.sec.gov

Common questions

Where does Steven Weinstein work?

Steven Weinstein has been Director of Fiduciary Counselling Inc since December 2011, and is a control person of the firm.

Source: Form ADV, Schedule A, filed 17 March 2026

Leadership at Fiduciary Counselling

  • Sarah Isabel
    President, Chief Executive Officer and Director
  • Shari Clifford
    Chief Financial Officer
  • Jason Mitchell
    Chief Compliance Officer and Chief Operations Officer
  • Ann Burns
    Director
  • James Castellano
    Director
  • Amy Fields
    Director
  • Andrew Lang
    Chief Investment Officer
  • Joel Sommers
    Director - Estate, Trust &

Sources

  1. IAPD individual lookup, CRD 2477854. This profile uses the Form ADV officer listing; the individual lookup did not provide a current investment-adviser record.
  2. Form ADV Part 1A, Schedules A and B of Fiduciary Counselling Inc, filed 17 March 2026. Title, control and ownership bands.

Retrieved 17 October 2026. The SEC record may have been amended since.

Report a correction

This profile is compiled from public regulatory records and the firm's own published materials, and is provided for informational purposes only. Niva Wealth is not affiliated with Steven Weinstein or Fiduciary Counselling Inc and makes no representation about the quality of their services. This directory does not report disciplinary history, in either direction.