Unclaimed Profile

Brent Mitchell Weiss

FACET WEALTH, INC·BALTIMORE, Maryland

SIE, Series 7, Series 66CFP ChFCClean record20 years registeredFACET WEALTH, INC

400 EAST PRATT STREET, BALTIMORE, MD 21202CRD# 5078002Firm CRD# 285961

Profile Verification

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

Identity

Brent Mitchell Weiss · BALTIMORE, MD

Registration

CRD #5078002 · FACET WEALTH, INC · 20 years registered

Brand Profile

Not yet started

Career History

FACET

Dec 2016 – present

KESTRA ADVISORY SERVICES, LLC

Apr 2016 – Dec 2016

TIMONIUM, MD

NFP ADVISOR SERVICES, LLC

Jul 2006 – Sep 2016

BALTIMORE, MD

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 66

Registration record

First registered · July 12, 2006

Years registered · 20

Professional designations · CFP, ChFC

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

FACET WEALTH, INC

CRD 285961 · SEC 801-108767

AUM

$3.5B

Regulatory assets under management

Employees

191

32,588 client accounts

Services offered by FACET WEALTH, INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at FACET WEALTH, INC →

Introduction

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Frequently Asked Questions

What services does Brent Mitchell Weiss offer?

Brent Mitchell Weiss specializes in Financial Planning, Investment Management. Contact their office in BALTIMORE, Maryland for a consultation.

What are Brent Mitchell Weiss's credentials?

Brent Mitchell Weiss holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Brent Mitchell Weiss located?

Brent Mitchell Weiss is based in BALTIMORE, Maryland, working with FACET WEALTH, INC. Their office serves clients in the BALTIMORE metropolitan area and surrounding communities.

How does Brent Mitchell Weiss charge for services?

Brent Mitchell Weiss's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is FACET WEALTH, INC?

FACET WEALTH, INC has approximately 191 employees and manages $3.5B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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