Weiser Financial Group LLC

Weiser Financial Group LLC (CRD# 148110) is a financial advisory firm headquartered in Venice, FL. They manage $11,330,841 in 21 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
871 Venetia Bay Blvd, Suite 203, Venice, FL 34285
https://www.weiserfinancialgroup.com
By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • 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
The map below shows states where this firm has explicit registration only.

FL, OH

Financial Advisors at Weiser Financial Group LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Weiser, financial advisor Venice FL
Daniel J. Weiser
CRD#: 5475147
871 Venetia Bay Blvd, Suite 203, Venice, FL 34285

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.

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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