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Alan Paul Weiss

REGENT WEALTH MANAGEMENT GROUP, INC.·WOODBRIDGE, Connecticut
Unclaimed Profile
ONE BRADLEY ROAD, WOODBRIDGE, CT 06525-9875CRD# 1242376Firm CRD# 113722
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
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
No disclosures on file
View on FINRA BrokerCheck →

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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.
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Polina R. Crotty — REGENT WEALTH MANAGEMENT GROUP, INC.Paul Brian Schatz — HERITAGE CAPITAL, LLCPaul Harrigan — WHARTON MIDMARKET INVESTMENT ADVISORS INC.
Nearby cities in Connecticut
GREENWICH (1150)STAMFORD (1131)WESTPORT (338)HARTFORD (225)DARIEN (222)
City Guides
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Research
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