Richard Weiss, financial advisor Sewickley PA
93 score

Richard Weiss

CRD Number: 1263316
Current Firm: Ameriprise Financial Services, Inc.

Richard Weiss (CRD# 1263316) is an Investment Advisor Representative working at Ameriprise Financial Services, Inc. in Sewickley, PA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Cranberry Township, PA Oct 2009 - Current 7
H&r Block Financial Advisors, Inc. Cranberry Township, MI Nov 2006 - Current 10
Pgh Hot Shots Wexford, PA Oct 2006 - Current 10
Salomon Smith Barney Inc. Pittsburgh, PA Jul 1993 - Nov 2006 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1984
S65 NASAA Investment Advisors Law Examination Nov 2006
Contact Info for Richard K. Weiss
Phone Number: 612-671-3131
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    178,060
    MILLIONS
  • Total Number of Accounts
    1,085,445
    ACCOUNTS
  • Average Account Value
    $164,044
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)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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