Weiss Financial Advisors, LLC

Weiss Financial Advisors, LLC (CRD# 173233) is a financial advisory firm headquartered in , . They manage $9,026,763 in 24 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
https://www.linkedin.com/in/wendy-weiss-04a1127/
By the Numbers
  • Total Assets Under Management
    9
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $376,115
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA

Financial Advisors at Weiss Financial Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Wendy Weiss, financial advisor Cambridge MA
Wendy A. Weiss
CRD#: 4435969
Cambridge, MA

Wendy Weiss (CRD# 4435969) is an Investment Advisor Representative working at Weiss Financial Advisors, LLC in Cambridge, MA and has over 22 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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