Weisberg Financial Services

Weisberg Financial Services (CRD# 128535) is a financial advisory firm headquartered in , . They manage $13,030,000 in 65 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    13
    MILLION
  • Total Number of Accounts
    65
    ACCOUNTS
  • Average Account Value
    $200,462
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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 Weisberg Financial Services
Showing 1 - 1 of 1 top financial advisors.
1
Philip S. Weisberg
CRD#: 4722819
Pittsford, NY

Philip Weisberg (CRD# 4722819) is an Investment Advisor Representative working at Weisberg Financial Services in Pittsford, NY and has over 20 years of experience in the finance industry.

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