Eli WeissmanCRD Number: 6341650
Current Firm: Alexandria Capital
Eli Weissman (CRD# 6341650) is an Investment Advisor Representative working at Alexandria Capital in Washington, DC and has over 3 years of experience in the finance industry.
David Wealth Management, LLC
Palatine Advisors, Inc.
Commonwealth Financial Network
|Alexandria Capital||Washington, DC||Feb 2014 - Current||3|
|Self-employed||Washington, DC||Jul 2013 - Jan 2014||< 1|
|Sfi Inc.||Washington, DC||Aug 2012 - Jun 2013||< 1|
|Weissman Federal Str||Kensington, MD||Jul 2011 - Jul 2012||1|
|Clean Water Initiative||Washington, DC||Dec 2009 - Jun 2011||1|
|American Rivers||Washington, DC||Dec 2004 - Dec 2009||5|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Jul 2014|
Total Assets Under Management631MILLIONS
Total Number of Accounts1,440ACCOUNTS
Average Account Value$438,333
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Publication of periodicals or newsletters
CA, CT, DC, FL, IL, MA, MD, NC, NJ, NY, PA, SC, TX, VA
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.