Daniel Weiser, financial advisor Venice FL

Daniel Weiser

CRD Number: 5475147
Current Firm: Weiser Financial Group LLC

Daniel Weiser (CRD# 5475147) is an Investment Advisor Representative working at Weiser Financial Group LLC in Venice, FL and has over 16 years of experience in the finance industry.

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Advice And Planning Services
Company Name Location Dates Years
Weiser Financial Group LLC Sarasota, FL Aug 2008 - Current 15
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jan 2008
Contact Info for Daniel J. Weiser
Phone Number: 941-363-1004
Registered State(s):
  • FL
  • OH
By the Numbers
  • Total Assets Under Management
    11
    MILLIONS
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $539,564
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

FL, OH

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