AdvisorOS Directory
Claim Profile
Unclaimed Profile
AW

Alan Paul Weiss

REGENT WEALTH MANAGEMENT GROUP, INC.·WOODBRIDGE, Connecticut
Clean recordREGENT WEALTH MANAGEMENT GROUP, INC.
ONE BRADLEY ROAD, WOODBRIDGE, CT 06525-9875CRD# 1242376Firm CRD# 113722

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alan Paul Weiss · WOODBRIDGE, CT
Registration
CRD #1242376 · REGENT WEALTH MANAGEMENT GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Alan Paul Weiss is a registered financial advisor based in WOODBRIDGE, Connecticut, affiliated with REGENT WEALTH MANAGEMENT GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Alan

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Alan is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
REGENT WEALTH MANAGEMENT GROUP, INC.
REGENT WEALTH MANAGEMENT GROUP
AUM
$263M
Regulatory assets under management
Employees
4
Total firm employees
View all advisors at REGENT WEALTH MANAGEMENT GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: RETIREMENT PLANS - PERCENTAGE OF PLAN ASSETS
Regulatory
SEC/IARD CRD# 1242376
Firm CRD# 113722
View on FINRA BrokerCheck →

Looking for a financial advisor in WOODBRIDGE?

Browse all registered financial advisors in WOODBRIDGE, Connecticut or claim this profile if it's yours.

Browse WOODBRIDGE AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Alan Paul Weiss offer?
Alan Paul Weiss specializes in Financial Planning, Investment Management. Contact their office in WOODBRIDGE, Connecticut for a consultation.
What are Alan Paul Weiss's credentials?
Alan Paul Weiss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Paul Weiss located?
Alan Paul Weiss is based in WOODBRIDGE, Connecticut, working with REGENT WEALTH MANAGEMENT GROUP, INC.. Their office serves clients in the WOODBRIDGE metropolitan area and surrounding communities.
How does Alan Paul Weiss charge for services?
Alan Paul Weiss's firm is compensated through percentage of aum, hourly charges, subscription fees, other: retirement plans - percentage of plan assets. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is REGENT WEALTH MANAGEMENT GROUP, INC.?
REGENT WEALTH MANAGEMENT GROUP, INC. has approximately 4 employees and manages $263M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at REGENT WEALTH MANAGEMENT GROUP, INC.

Polina R. Crotty
WOODBRIDGE, CT

More Advisors in WOODBRIDGE, Connecticut

Paul Brian Schatz
HERITAGE CAPITAL, LLC·WOODBRIDGE, CT
Paul Harrigan
WHARTON MIDMARKET INVESTMENT ADVISORS INC.·WOODBRIDGE, CT

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)NORWALK (134)WEST HARTFORD (130)WILTON (124)OLD GREENWICH (95)NEW CANAAN (77)
City Guides
GREENWICH GuideSTAMFORD GuideWESTPORT GuideHARTFORD GuideDARIEN Guide
Research
Advisor Fees in ConnecticutNational Fee Analysis
Request removal of this profile