Unclaimed Profile

Jeffrey Alan Weiand

RTD FINANCIAL ADVISORS INC·PHILADELPHIA, Pennsylvania

Series 7, Series 63Clean record34 years registeredRTD FINANCIAL ADVISORS INC

30 S. 17TH STREET, PHILADELPHIA, PA 19103CRD# 1414639Firm CRD# 110744

Profile Verification

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

Identity

Jeffrey Alan Weiand · PHILADELPHIA, PA

Registration

CRD #1414639 · RTD FINANCIAL ADVISORS INC · 34 years registered

Brand Profile

Not yet started

Career History

RTD FINANCIAL ADVISORS INC

Aug 1991 – present

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Registration record

First registered · August 29, 1991

Years registered · 34

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

RTD FINANCIAL ADVISORS INC

CRD 110744 · SEC 801-19015

AUM

$2.1B

Regulatory assets under management

Employees

2,878 client accounts

Services offered by RTD FINANCIAL ADVISORS INC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at RTD FINANCIAL ADVISORS INC →

Introduction

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Frequently Asked Questions

What services does Jeffrey Alan Weiand offer?

Jeffrey Alan Weiand specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PHILADELPHIA, Pennsylvania for a consultation.

What are Jeffrey Alan Weiand's credentials?

Jeffrey Alan Weiand is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Alan Weiand located?

Jeffrey Alan Weiand is based in PHILADELPHIA, Pennsylvania, working with RTD FINANCIAL ADVISORS INC. Their office serves clients in the PHILADELPHIA metropolitan area and surrounding communities.

How does Jeffrey Alan Weiand charge for services?

Jeffrey Alan Weiand's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is RTD FINANCIAL ADVISORS INC?

RTD FINANCIAL ADVISORS INC has approximately 44 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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