Douglas Weiss (CRD# 2833656) is an Investment Advisor Representative working at Dsw Investment, LLC in Princeton, NJ and has over 26 years of experience in the finance industry.
CRD# 5366446
Legacy Care Wealth, LLC
CRD# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Investment Advisory LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dsw Investment, LLC | Princeton, NJ | Feb 2014 - Current | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 1997 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- CT
- MA
- NJ
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Total Assets Under Management86MILLIONS
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Total Number of Accounts34ACCOUNTS
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Average Account Value$2,524,191
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
CT, MA, NJ
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