Philip Weisberg (CRD# 4722819) is an Investment Advisor Representative working at Weisberg Financial Services in Pittsford, NY and has over 20 years of experience in the finance industry. Philip Weisberg has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6316104
W & S Management Services, Inc.
CRD# 3063370
Manning & Napier Advisors, LLC
CRD# 2814482
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Weisberg Financial Services | Rochester, NY | Apr 2012 - Current | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2003 |
- NY
-
Total Assets Under Management13MILLIONS
-
Total Number of Accounts65ACCOUNTS
-
Average Account Value$200,462
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
NY
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