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Jonathan Warren Weiss

CANDLEWOOD INVESTMENT GROUP, LP·RYE, New York
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555 THEODORE FREMD AVENUE, RYE, NY 10580CRD# 4000179Firm CRD# 154254
01

About

Jonathan Warren Weiss is a registered financial advisor based in RYE, New York, affiliated with CANDLEWOOD INVESTMENT GROUP, LP. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Retirement Planning
Client Types
Pension & Retirement Plans
03

Firm Overview

Firm
CANDLEWOOD INVESTMENT GROUP, LP
CANDLEWOOD INVESTMENT GROUP, LP
AUM
$185M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at CANDLEWOOD INVESTMENT GROUP, LP →
Services
Pension consulting
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 4000179
Firm CRD# 154254
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Jonathan Warren Weiss offer?
Jonathan Warren Weiss specializes in Retirement Planning. Contact their office in RYE, New York for a consultation.
What are Jonathan Warren Weiss's credentials?
Jonathan Warren Weiss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Jonathan Warren Weiss located?
Jonathan Warren Weiss is based in RYE, New York, working with CANDLEWOOD INVESTMENT GROUP, LP. Their office serves clients in the RYE metropolitan area and surrounding communities.
How does Jonathan Warren Weiss charge for services?
Jonathan Warren Weiss's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is CANDLEWOOD INVESTMENT GROUP, LP?
CANDLEWOOD INVESTMENT GROUP, LP has approximately 7 employees and manages $185M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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