Daniel Jay Shainberg
Chief Investment OfficerHeritage Wealth Management, Inc.CRD 4688321
About Daniel Jay Shainberg
Daniel Jay Shainberg is listed as Chief Investment Officer at Heritage Wealth Management, Inc. in San Diego, CA. Form ADV reports a beneficial ownership band of Under 5%.
Reported ownership
Owns Under 5% of Heritage Wealth Management, Inc.
Ownership band reported on Form ADV Schedule A
Frequently asked questions
Where does Daniel Jay Shainberg work?
Daniel Jay Shainberg is listed as Chief Investment Officer at Heritage Wealth Management, Inc. on SEC Form ADV.
How much of Heritage Wealth Management, Inc. does Daniel Jay Shainberg own?
Form ADV reports a beneficial ownership band of Under 5%.
Heritage Wealth Management, Inc.
| Title | Chief Investment Officer |
| Ownership | Under 5% |
| Control person | No |
| Since | 2025 |