AdvisorOS Directory
Claim Profile
Unclaimed Profile
SW

Scott G Weiss

WEISS FINANCIAL GROUP LLC·MAHOPAC, New York
Clean recordWEISS FINANCIAL GROUP LLC
704 ROUTE 6, MAHOPAC, NY 10541CRD# 5772766Firm CRD# 159331

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Scott G Weiss · MAHOPAC, NY
Registration
CRD #5772766 · WEISS FINANCIAL GROUP LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Scott G Weiss is a registered financial advisor based in MAHOPAC, New York, affiliated with WEISS FINANCIAL GROUP LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Scott

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Scott is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
WEISS FINANCIAL GROUP LLC
WEISS FINANCIAL GROUP LLC
AUM
$68M
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at WEISS FINANCIAL GROUP LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5772766
Firm CRD# 159331
View on FINRA BrokerCheck →

Looking for a financial advisor in MAHOPAC?

Browse all registered financial advisors in MAHOPAC, New York or claim this profile if it's yours.

Browse MAHOPAC AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Scott G Weiss offer?
Scott G Weiss specializes in Financial Planning, Investment Management. Contact their office in MAHOPAC, New York for a consultation.
What are Scott G Weiss's credentials?
Scott G Weiss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Scott G Weiss located?
Scott G Weiss is based in MAHOPAC, New York, working with WEISS FINANCIAL GROUP LLC. Their office serves clients in the MAHOPAC metropolitan area and surrounding communities.
How does Scott G Weiss charge for services?
Scott G 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 WEISS FINANCIAL GROUP LLC?
WEISS FINANCIAL GROUP LLC has approximately 2 employees and manages $68M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at WEISS FINANCIAL GROUP LLC

Keith D Weiss
MAHOPAC, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (19803)ROCHESTER (219)WHITE PLAINS (203)PURCHASE (160)SYRACUSE (160)BUFFALO (132)BROOKLYN (131)ALBANY (124)RYE (123)NEW YORK CITY (113)
City Guides
NEW YORK GuideROCHESTER GuideWHITE PLAINS GuidePURCHASE GuideSYRACUSE Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile