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Scott G Weiss

WEISS FINANCIAL GROUP LLC·MAHOPAC, New York
Unclaimed Profile
704 ROUTE 6, MAHOPAC, NY 10541CRD# 5772766Firm CRD# 159331
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
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
No disclosures on file
View on FINRA BrokerCheck →

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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.
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Other advisors in MAHOPAC
Keith D Weiss — WEISS FINANCIAL GROUP LLC
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