Phillip Weber, financial advisor Seattle WA

Phillip Weber

Zeit Capital Advisors

CRD Number: 3100278
Current Firm: Zeit Capital Advisors
Compensation Model: Fee Only

Phillip J Weber (CRD# 3100278) is an Investment Advisor Representative working at Zeit Capital Advisors in San Diego, CA and has over 19 years of experience in the finance industry. Phillip Weber 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 putclients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Zeit Capital Advisors Seattle, WA Nov 2009 - Current 11
Ubs Financial Services Seattle, WA Aug 2006 - Nov 2009 3
Morgan Stanley Seattle, WA Jul 1998 - Aug 2006 8
Exam Code Name Passed Date
S7 General Securities Representative Examination (GS) Sep 1998
S65 NASAA Investment Advisors Law Examination Sep 1998
S31 Futures Managed Funds Examination Oct 1998
S63 Uniform Securities State Law Examination Oct 1998
Contact Info for Phillip J. Weber
Phone Number: 206-713-9655
Advisor Website: http://www.zeitcapital.com/
Registered State(s):
  • CA
  • WA
By the Numbers
  • Total Assets Under Management
    101
    MILLIONS
  • Total Number of Accounts
    240
    ACCOUNTS
  • Average Account Value
    $420,833
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, TX, WA

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