Unclaimed Profile

Peter Eric Weitz

ROUTE 20 PRIVATE WEALTH INC.·FORT LAUDERDALE, Florida

Clean recordROUTE 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.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Peter Eric Weitz is a registered financial advisor based in FORT LAUDERDALE, Florida, affiliated with ROUTE 20 PRIVATE WEALTH INC.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

Introduction

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Firm Overview

Firm

ROUTE 20 PRIVATE WEALTH INC.

AUM

$5M

Regulatory assets under management

Employees

Total firm employees

View all advisors at ROUTE 20 PRIVATE WEALTH INC. →

Services

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Background

Compensation

Percentage of AUM

Performance-based fees

Regulatory

SEC/IARD CRD# 4723666

Firm CRD# 332581

View on FINRA BrokerCheck →

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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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