Weiss Financial Group LLC

Weiss Financial Group LLC (CRD# 159331) is a financial advisory firm headquartered in Mahopac, NY. They manage $67,704,432 in 249 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    68
    MILLION
  • Total Number of Accounts
    249
    ACCOUNTS
  • Average Account Value
    $271,905
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
The map below shows states where this firm has explicit registration only.

CT, NY, TX

Financial Advisors at Weiss Financial Group LLC
Showing 1 - 2 of 2 top financial advisors.
1
Keith D. Weiss
CRD#: 5280763
704 Route 6, Mahopac, NY 10541

Keith Weiss (CRD# 5280763) is an Investment Advisor Representative working at Weiss Financial Group LLC in Mahopac, NY and has over 16 years of experience in the finance industry.

2
Scott G. Weiss
CRD#: 5772766
704 Route 6, Mahopac, NY 10541

Scott Weiss (CRD# 5772766) is an Investment Advisor Representative working at Weiss Financial Group LLC in Mahopac, NY and has over 13 years of experience in the finance industry.

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