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Lee Dana Weiss

MOSAIC INVESTMENT PARTNERS, INC.·GUAYNABO, Puerto Rico
SIE, Series 7, Series 8, Series 24, Series 63, Series 6532 years registeredMOSAIC INVESTMENT PARTNERS, INC.
METRO PARQUE 7, STREET 1, SUITE 204, GUAYNABO, PR 00968CRD# 2270372Firm CRD# 168803

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Lee Dana Weiss · GUAYNABO, PR
Registration
CRD #2270372 · MOSAIC INVESTMENT PARTNERS, INC. · 32 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: MOSAIC INVESTMENT PARTNERS, INC.
FAMILY ENDOWMENT PARTNERS, LP
Aug 2009 – Nov 2015
NEWTON, MA
STRATEGIC ADVISERS, INC.
Dec 2004 – Sep 2007
BOSTON, MA
STRATEGIC ADVISERS, INC.
Mar 2004 – Dec 2004
BOSTON, MA
MERRILL LYNCH PIERCE FENNER & SMITH INC.
Jun 1994 – Nov 2003
NEW YORK, NY
02

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 8
Series 24
Series 63
Series 65
Registration record
First registered · June 4, 1994
Years registered · 32
03

Disclosure History

2016Regulatory·Final
2015Civil·Final

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD. Resolutions may have changed since.

Introduction

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Frequently Asked Questions

What services does Lee Dana Weiss offer?
Lee Dana Weiss is a registered financial advisor in GUAYNABO, Puerto Rico.
What are Lee Dana Weiss's credentials?
Lee Dana Weiss is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Lee Dana Weiss located?
Lee Dana Weiss is based in GUAYNABO, Puerto Rico, last registered with MOSAIC INVESTMENT PARTNERS, INC..
How large is MOSAIC INVESTMENT PARTNERS, INC.?
MOSAIC INVESTMENT PARTNERS, INC. is a registered investment adviser with the SEC. See their Form ADV for full details.
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Research
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