Morgan Stanley
47yrs
Top 1% by experience in Westlake Village
36yrs
Mark Weiderman
Financial advisor at Manchester Financial
Mark Weiderman has worked in the financial industry for 36 years and is a fiduciary financial advisor based in Westlake Village, California. After less than a year at UBS Financial Services and a year at Merrill, Mark joined Manchester Financial in 2015, a firm offering financial planning, investment management, and selecting outside investment managers. Manchester Financial reports being paid through a percentage of assets, hourly fees, and commissions.
One of 645 advisors with offices in Westlake Village, and one of 575 fiduciaries.
At a glance
Experience36 years (since 1990)
How that compares ?Top advisor by experience at Manchester Financial
Office2815 Townsgate Road Suite 100, Westlake Village, CA 91361
How the firm is paid ?Percent of assets, Hourly, Commissions, Performance fee
Typical client at the firm ?$1.01 million
Advisors at the firm11
States licensed ?2 states
Services through Manchester Financial
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2015 – nowManchester Financial Inc.Current firm
- Oct 2014 – Mar 2015UBS Financial Services Inc.Previously
- Jan 2014 – Oct 2014MerrillPreviously
- 2000 – 2004Retirement Design & Management Inc.Previously
Contact Mark
(805) 495-4405Manchester Financial main office 2815 Townsgate Road Suite 100Westlake Village, CA 91361Office · Get directions Facebook pageManchester Financial
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Questions to ask Mark
Tailored to Mark’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Mark
How do I contact Mark?
Call Manchester Financial at (805) 495-4405 and ask for Mark Weiderman. Mark works from the Westlake Village, CA office.
How long has Mark been a financial advisor?
Mark has been in the industry since 1990, about 36 years. Top advisor by experience at Manchester Financial.
What licenses does Mark hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Mark a fiduciary?
Mark is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Mark paid?
Manchester Financial reports being paid by a percentage of the assets they manage, hourly fees, commissions on some products, a share of investment gains. Ask Mark for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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