Keith Weiss, financial advisor Mahopac NY
93 score

Keith Weiss

CRD Number: 5280763
Current Firm: Weiss Financial Group LLC

Keith Weiss (CRD# 5280763) is an Investment Advisor Representative working at Weiss Financial Group LLC in Mahopac, NY and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Weiss Financial Group LLC Mahopac, NY Oct 2011 - Current 5
Weiss Advisory Group LLC Mahopac, NY Nov 2010 - Current 6
Prime Capital Services, Inc. Mahopac, NY Jan 2009 - Dec 2011 2
Asset & Financial Planning, Ltd. Mahopac, NY Jan 2009 - Dec 2011 2
Gilman Ciocia, Inc. Mahopac, NY Jan 2009 - Oct 2010 1
Commonwealth Financial Services Waltham, MA Feb 2007 - Jan 2009 1
Weiss Financial Services, LLC Mahopac, NY Jan 2007 - Jan 2009 2
Weiss Advisory Group Mahopac, NY Feb 2004 - Dec 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2008
Contact Info for Keith D. Weiss
Phone Number: 845-621-4700
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    44
    MILLIONS
  • Total Number of Accounts
    373
    ACCOUNTS
  • Average Account Value
    $118,367
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

CT, NY

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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