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Jeffrey Alan Weiand

RTD FINANCIAL ADVISORS INC·PHILADELPHIA, Pennsylvania
Unclaimed Profile
30 S. 17TH STREET, PHILADELPHIA, PA 19103CRD# 1414639Firm CRD# 110744
01

About

Jeffrey Alan Weiand is a registered financial advisor based in PHILADELPHIA, Pennsylvania, affiliated with RTD FINANCIAL ADVISORS INC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
RTD FINANCIAL ADVISORS INC
RTD FINANCIAL ADVISORS INC
AUM
$2.1B
Regulatory assets under management
Employees
44
Total firm employees
View all advisors at RTD FINANCIAL ADVISORS INC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 1414639
Firm CRD# 110744
No disclosures on file
View on FINRA BrokerCheck →

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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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Other advisors in PHILADELPHIA
Francis Alexander Scott — GROSVENOR FUND MANAGEMENT INC.David Baker Rubenstein — RUBENSTEIN PARTNERS, L.P.Grant Rawdin — WESCOTT FINANCIAL ADVISORY GROUP LLCLydia Carreiro Sheckels — WESCOTT FINANCIAL ADVISORY GROUP LLCKimberley Ann Hocker — PENN CAPITAL MANAGEMENT COMPANY, INC.
Nearby cities in Pennsylvania
PITTSBURGH (541)RADNOR (221)WAYNE (201)CONSHOHOCKEN (146)BERWYN (136)
City Guides
PITTSBURGH GuideRADNOR GuideWAYNE GuideCONSHOHOCKEN GuideBERWYN Guide
Research
Advisor Fees in PennsylvaniaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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