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Richard Jay Weiss

GLOBAL ASSETS ADVISORY, LLC·ORLANDO, Florida
Unclaimed Profile
111 N. ORANGE AVENUE, ORLANDO, FL 32801CRD# 2523174Firm CRD# 300460
01

About

Richard Jay Weiss is a registered financial advisor based in ORLANDO, Florida, affiliated with GLOBAL ASSETS ADVISORY, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
03

Firm Overview

Firm
GLOBAL ASSETS ADVISORY, LLC
GLOBAL ASSETS ADVISORY, LLC
AUM
$303M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at GLOBAL ASSETS ADVISORY, LLC →
Services
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2523174
Firm CRD# 300460
4 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Richard Jay Weiss offer?
Richard Jay Weiss specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ORLANDO, Florida for a consultation.
What are Richard Jay Weiss's credentials?
Richard Jay Weiss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Richard Jay Weiss located?
Richard Jay Weiss is based in ORLANDO, Florida, working with GLOBAL ASSETS ADVISORY, LLC. Their office serves clients in the ORLANDO metropolitan area and surrounding communities.
How does Richard Jay Weiss charge for services?
Richard Jay Weiss's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is GLOBAL ASSETS ADVISORY, LLC?
GLOBAL ASSETS ADVISORY, LLC has approximately 21 employees and manages $303M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at GLOBAL ASSETS ADVISORY, LLC

Edward Richard Cofrancesco
ORLANDO, FL
Matthew Edward Lampman
ORLANDO, FL
David S Weinberger
ORLANDO, FL
Jeffrey Gerald Winn
ORLANDO, FL

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Research
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