Eli Weissman, financial advisor Washington DC
88 score

Eli Weissman

CRD 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 2 years of experience in the finance industry.

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Company Name Location Dates Years
Alexandria Capital Washington, DC Feb 2014 - Current 2
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
Contact Info for Eli S. Weissman
Phone Number: 2023910174
Registered State(s):
  • DC
  • VA
By the Numbers
  • Total Assets Under Management
    631
    MILLIONS
  • Total Number of Accounts
    1,440
    ACCOUNTS
  • Average Account Value
    $438,333
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 pooled investment vehicles (other than investment companies)
  • Publication of periodicals or newsletters
  • Other
Types of Clients
Registered States

CA, CT, DC, FL, IL, MA, MD, NC, NJ, NY, PA, SC, TX, VA

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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