Eric Weitz, financial advisor Winchester VA

Eric Weitz

CRD Number: 2366286
Current Firm: Cornerstone Asset Management

Eric Weitz (CRD# 2366286) is an Investment Advisor Representative working at Cornerstone Asset Management in Winchester, VA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
#ia Cornerstone Asset Management, Inc. Herdon, VA Jan 1994 - Current 30
Fsc Securities Corporation Herndon, VA Jan 1994 - Current 30
Syndicated Capital Inc. Herndon, VA Jan 2002 - Dec 2021 19
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1993
S65 NASAA Investment Advisors Law Examination Jul 1993
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Eric B. Weitz
Phone Number: 540-313-4426
Registered State(s):
  • MD
  • VA
By the Numbers
  • Total Assets Under Management
    53
    MILLIONS
  • Total Number of Accounts
    190
    ACCOUNTS
  • Average Account Value
    $279,268
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States

MD, VA

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