Peter Weitz (CRD# 4723666) is an Investment Advisor Representative working at Axxcess Wealth Management, LLC in Fort Lauderdale, FL and has over 20 years of experience in the finance industry.
CRD# 4778193
Global Wealth Management Investment Advisory, Inc.
CRD# 4563511
Efg Asset Management (americas) Corp.
CRD# 1235698
World Equity Group, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Axxcess Wealth Management, Llc Dba Route 20 Private Wealth | Fort Lauderdale, FL | Feb 2024 - Current | < 1 |
| Weitz Financial Group, LLC | Fort Lauderdale, FL | Sep 2023 - Feb 2024 | < 1 |
| Fortitude Advisory Group LLC | Gig Harbor, WA | Oct 2021 - Feb 2024 | 2 |
| E2i Advisors, Llc [formerly Wealth Bridge Solutions, Llc] | Portland, OR | Sep 2017 - Oct 2021 | 4 |
| Fusion Analytics Investment Partners, LLC | Coral Springs, FL | Jun 2009 - Sep 2017 | 8 |
| Fusion Analytics Securities, LLC | Coral Springs, FL | Jul 2011 - Mar 2017 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2003 |
- FL
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Total Assets Under Management6,471MILLIONS
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Total Number of Accounts24,090ACCOUNTS
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Average Account Value$268,608
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, WA, WI, WV
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