Philip Weiss, financial advisor Phoenix MD
90 score

Philip Weiss

CRD Number: 4619842
Current Firm: Apprise Wealth Management LLC

Philip Weiss (CRD# 4619842) is an Investment Advisor Representative working at Apprise Wealth Management LLC in Phoenix, MD and has 1 year of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Apprise Wealth Management LLC Phoenix, MD May 2017 - Current < 1
Hay Weiss, Cpa, LLC Phoenix, MD Aug 2002 - Current 15
Baltimore-washington Financial Advisors, Inc. Columbia, MD May 2013 - Aug 2016 3
Sia Capital Management Inc. Phoenix, MD Feb 2013 - May 2013 < 1
Mycroft Research Llc. (147961) Fort Plain, NY Mar 2010 - May 2013 3
Argus Research New York, NY Jun 2006 - May 2013 6

Philip Weiss has no recent exams reported.
Contact Info for Philip H. Weiss
Phone Number: (443) 690-5240
Registered State(s):
  • MD
Current Firm Details
Apprise Wealth Management LLC
Firm's CRD Number: 288709
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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