Unclaimed Profile
Neil E. Weiss
Coastal Wealth·FORT LAUDERDALE, Florida
SIE, Series 6, Series 26, Series 63Clean record29 years registeredCoastal Wealth
CRD# 2264273Firm CRD# 10409
01
Career History
No current investment adviser registration
Last registered firm: Coastal Wealth
02
Registrations & Exams
FINRA examinations passed
SIESeries 6Series 26Series 63
Registration record
First registered · March 18, 1997
Years registered · 29
03
Disclosure History
Clean record · no disclosure events on file
Source: SEC IAPD. Verify on FINRA BrokerCheck →
04
Firm Overview
Coastal Wealth
Affiliated with MassMutual
Services offered by MML INVESTORS SERVICES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction
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05
Frequently Asked Questions
What services does Neil E. Weiss offer?
Neil E. Weiss specializes in Financial Planning, Investment Management, Wealth Management.
What are Neil E. Weiss's credentials?
Neil E. Weiss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Neil E. Weiss located?
Neil E. Weiss is based in FORT LAUDERDALE, Florida, last registered with Coastal Wealth.
How does Neil E. Weiss charge for services?
Neil E. Weiss's firm is compensated through percentage of aum, hourly charges, subscription fees, other: solicitors fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is Coastal Wealth?
Coastal Wealth has approximately 7130 employees and manages $72.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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