Weiss Financial Group LLC

Weiss Financial Group LLC (CRD# 159331) is a financial advisory firm headquartered in Mahopac, NY. They manage $44,151,000 in 373 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    44
    MILLION
  • Total Number of Accounts
    373
    ACCOUNTS
  • Average Account Value
    $118,367
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
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CT, NY

Financial Advisors at Weiss Financial Group LLC
Showing 1 - 3 of 3 top financial advisors.
1
Richard F. Weiss
CRD#: 2995327
704 Route 6, Mahopac, NY 10541
96
Wealthminder
score

Richard Weiss (CRD# 2995327) is an Investment Advisor Representative working at Weiss Financial Group LLC in Mahopac, NY and has over 14 years of experience in the finance industry. Richard Weiss has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Keith D. Weiss
CRD#: 5280763
704 Route 6, Mahopac, NY 10541
93
Wealthminder
score

Keith Weiss (CRD# 5280763) is an Investment Advisor Representative working at Weiss Financial Group LLC in Mahopac, NY and has over 8 years of experience in the finance industry.

3
Scott G. Weiss
CRD#: 5772766
704 Route 6, Mahopac, NY 10541
93
Wealthminder
score

Scott Weiss (CRD# 5772766) is an Investment Advisor Representative working at Weiss Financial Group LLC in Mahopac, NY and has over 6 years of experience in the finance industry.

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