Be advised. This firm is no longer registered.

James E. Weiss Inc.

James E. Weiss Inc. (CRD# 124633) is a financial advisory firm headquartered in Troy, NY. They manage $26,089,831 in 187 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
225 North Greenbush Road, Troy, NY 12180
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    187
    ACCOUNTS
  • Average Account Value
    $139,518
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NY

Financial Advisors at James E. Weiss Inc.
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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