Scott Weiss, financial advisor Mahopac NY

Scott Weiss

CRD Number: 5772766
Current Firm: Weiss Financial Group LLC

Scott Weiss (CRD# 5772766) is an Investment Advisor Representative working at Weiss Financial Group LLC in Mahopac, NY and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Weiss Financial Group LLC Mahopac, NY Dec 2011 - Current 9
Weiss Advisory Group Mahopac, NY Jan 2010 - Current 11
Asset & Financial Planning Mahopac, NY Nov 2010 - Dec 2011 1
Prime Capital Services, Inc. Poughkeepsie, NY Mar 2010 - Dec 2011 1
Time, Inc. New York, NY Mar 1998 - Dec 2009 11
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jun 2010
Contact Info for Scott G. Weiss
Phone Number: 845-621-4700
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    63
    MILLIONS
  • Total Number of Accounts
    291
    ACCOUNTS
  • Average Account Value
    $215,039
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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