Unclaimed Profile

Peter Michael Weiss

MODUS ADVISORS, LLC·EXCELSIOR, Minnesota

Clean recordMODUS ADVISORS, LLC

23505 SMITHTOWN ROAD, EXCELSIOR, MN 55331CRD# 7878902Firm CRD# 291204

Profile Verification

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

Identity

Peter Michael Weiss · EXCELSIOR, MN

Registration

CRD #7878902 · MODUS ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Peter Michael Weiss is a registered financial advisor based in EXCELSIOR, Minnesota, affiliated with MODUS ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

MODUS ADVISORS, LLC

AUM

$432M

Regulatory assets under management

Employees

Total firm employees

View all advisors at MODUS ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7878902

Firm CRD# 291204

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Peter Michael Weiss offer?

Peter Michael Weiss specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in EXCELSIOR, Minnesota for a consultation.

What are Peter Michael Weiss's credentials?

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

Where is Peter Michael Weiss located?

Peter Michael Weiss is based in EXCELSIOR, Minnesota, working with MODUS ADVISORS, LLC. Their office serves clients in the EXCELSIOR metropolitan area and surrounding communities.

How does Peter Michael Weiss charge for services?

Peter Michael Weiss's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MODUS ADVISORS, LLC?

MODUS ADVISORS, LLC has approximately 7 employees and manages $432M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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