Unclaimed Profile

Peter Eric Weitz

ROUTE 20 PRIVATE WEALTH INC.·FORT LAUDERDALE, Florida

SIE, Series 7, Series 31, Series 66Clean record21 years registeredROUTE 20 PRIVATE WEALTH INC.

500 EAST BROWARD BLVD., FORT LAUDERDALE, FL 33301CRD# 4723666Firm CRD# 332581

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Peter Eric Weitz · FORT LAUDERDALE, FL

Registration

CRD #4723666 · ROUTE 20 PRIVATE WEALTH INC. · 21 years registered

Brand Profile

Not yet started

Career History

ROUTE 20 PRIVATE WEALTH INC.

Sep 2024 – present

AXXCESS WEALTH MANAGEMENT, LLC

Mar 2024 – Dec 2024

Fort Lauderdale, FL

WEITZ FINANCIAL GROUP LLC

Sep 2023 – Aug 2024

FT LAUDERDALE, FL

FORTITUDE ADVISORY GROUP L.L.C.

Oct 2021 – Apr 2024

Fort Lauderdale, FL

E2I ADVISORS, LLC

Nov 2017 – Dec 2021

Fort Lauderdale, FL

FUSION ANALYTICS INVESTMENT PARTNERS LLC

Dec 2010 – Oct 2017

CORAL SPRINGS, FL

ASSET & FINANCIAL PLANNING, LTD

Jun 2009 – Nov 2010

CORAL SPRINGS, FL

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Oct 2004 – Jun 2009

CORAL SPRINGS, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 31

Series 66

Registration record

First registered · October 26, 2004

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

ROUTE 20 PRIVATE WEALTH INC.

CRD 332581 · SEC 801-130981

AUM

$5M

Regulatory assets under management

Employees

2 client accounts

Services offered by ROUTE 20 PRIVATE WEALTH INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

View all advisors at ROUTE 20 PRIVATE WEALTH INC. →

Introduction

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Frequently Asked Questions

What services does Peter Eric Weitz offer?

Peter Eric Weitz specializes in Investment Management, Wealth Management. Contact their office in FORT LAUDERDALE, Florida for a consultation.

What are Peter Eric Weitz's credentials?

Peter Eric Weitz is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Peter Eric Weitz located?

Peter Eric Weitz is based in FORT LAUDERDALE, Florida, working with ROUTE 20 PRIVATE WEALTH INC.. Their office serves clients in the FORT LAUDERDALE metropolitan area and surrounding communities.

How does Peter Eric Weitz charge for services?

Peter Eric Weitz's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is ROUTE 20 PRIVATE WEALTH INC.?

ROUTE 20 PRIVATE WEALTH INC. has approximately 6 employees and manages $5M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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