Donald Weis, financial advisor Fishkill NY

Donald Weis

CRD Number: 5112016
Current Firm: Cetera Investment Advisers LLC

Donald Weis (CRD# 5112016) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Fishkill, NY and has over 17 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Services LLC Saint Cloud, MN Dec 2023 - Current < 1
Cetera Investment Advisers LLC Fishkill, NY Dec 2023 - Current < 1
Rhino Financial Solutions New Windsor, NY Aug 2023 - Dec 2023 < 1
Eagle Registration LLC Windsor, NY Jun 2015 - Dec 2023 8
Nylife Securities New Windsor, NY Apr 2006 - Dec 2023 17
New York Life Insurance Company New Windsor, NY Mar 2006 - Dec 2023 17
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2006
S66 NASAA Uniform Combined State Law Examination Jun 2015
Contact Info for Donald Weis
Phone Number: 888-528-2987
Registered State(s):
  • NY
  • TX
By the Numbers
  • Total Assets Under Management
    33,356
    MILLIONS
  • Total Number of Accounts
    176,986
    ACCOUNTS
  • Average Account Value
    $188,469
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
  • 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
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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