Frank Weissman, financial advisor Poughkeepsie NY
90 score

Frank Weissman

CRD Number: 5967104
Current Firm: Advice And Planning Services

Frank Weissman (CRD# 5967104) is an Investment Advisor Representative working at Advice And Planning Services in Poughkeepsie, NY and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa-cref Individual & Institutional Services, LLC Poughkeepsie, NY Apr 2016 - Current < 1
Tiaa Poughkeepsie, NY Apr 2016 - Current < 1
Edward Jones St Louis, MO Aug 2011 - Mar 2016 4
Carlson Restaurants Worldwide Poughkeepsie, NY Aug 2007 - Jul 2011 3
Toys R Us Delaware Poughkeepsie, NY Sep 2006 - Jul 2007 < 1
Tl Cannon Mgmt Corp Brewster, NY Aug 2004 - Sep 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2011
Contact Info for Frank M. Weissman
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • CT
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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