Lindsey WeissCRD Number: 6373718
Current Firm: Morgan Stanley
Lindsey Weiss (CRD# 6373718) is an Investment Advisor Representative working at Morgan Stanley in Indianapolis, IN and has over 2 years of experience in the finance industry.
I4 Advisors LLC
Treybourne Wealth Planners
Canterbury Investment Management, LLC
|Morgan Stanley Private Bank, National Association||New York, NY||Feb 2015 - Current||1|
|Morgan Stanley||Indianapolis, IN||Jul 2014 - Current||2|
|American Health & Wellness Group||Indianapolis, IN||Jan 2014 - Jul 2014||< 1|
|Simon Property Group||Indianapolis, IN||Nov 2013 - Dec 2013||< 1|
|Butler University||Indianapolis, IN||May 2011 - Dec 2013||2|
|Simon Property Group||New York, NY||May 2013 - Aug 2013||< 1|
|American Health & Wellness Group||Indianapolis, IN||Jun 2007 - Dec 2012||5|
|University Of Indianapolis||Indianapolis, IN||Jun 2009 - May 2011||1|
|Leelanau School||Glen Arbor, MI||Aug 2006 - Jun 2009||2|
|University High School||Carmel, IN||Jun 2005 - Aug 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2014|
Total Assets Under Management535,890MILLIONS
Total Number of Accounts1,563,538ACCOUNTS
Average Account Value$342,742
- A percentage of assets under your management
- Fixed fees (other than subscription 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)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.