Philip Henry Weiss

Current Employers

Employment History

• 05/2017 → Present
  Apprise Wealth Management
  Phoenix, MD
• 09/2019 → Present
  Bestgate Wealth Advisors, Llc
  Frederick, MD
• 11/2016 → 06/2018
  American Century Investment Services Inc. (17437)
  Frederick, MD
• 08/2017 → 10/2017
  &Wealth
  Baltimore, MD
• 08/2002 → Present
  Hay Weiss Cpa, Llc
  Phoenix, MD
• 03/2022 → 05/2025
  Foundation Wealth & Tax Advisors, Llc
  Phoenix, MD

Previous Registrations

• 2017-07-12 → 2025-04-25
  Apprise Wealth Management Llc
  Phoenix, MD
• 2022-04-29 → 2025-04-25
  Foundation Wealth & Tax Advisors, Llc
  Phoenix, MD
  Annapolis, MD
• 2013-06-06 → 2016-09-09
  Baltimore-Washington Financial Advisors
  Columbia, MD
• 2013-04-17 → 2013-06-13
  Sia Capital Management Inc.
  Fort Plain, NY
• 2010-04-06 → 2010-11-10
  Conservative Equity Investment Advisors
  Gloversville, NY

Other Businesses

Phil is a co-presiding partner of Hay Weiss, CPA, LLC, 14840 Hunting Way, Phoenix, MD 21131. Hay Weiss is a non-investment-related business that provides payroll and accounting services. He became a co-presiding partner in Hay Weiss when it was founded in 2002. Though he remains a partner, he devotes only 10-15 hours per year to the business, none of which occur during security trading hours or normal business hours. His duties are generally confined to tracking business expenses, making disbursements, and preparing and filing the business tax returns. Compensation he receives for financial writing in an independent contractor capacity is also paid to Mr. Weiss through Hay Weiss, CPA, LLC. In addition, as of December 2014, Phil began occasionally reviewing industry guides for the CFA Institute, 915 East High Street, Charlottesville, VA 22902. The CFA Institute is a global association of investment professionals. The organization offers the Chartered Financial Analyst (CFA) designation. It provides continuing education conferences, seminars, webcasts, and publications to allow members and other participants to stay current on developments in the investment industry. He devotes 30-40 hours annually, none of which are during securities trading hours or normal business hours, to reviewing and/or editing industry guides used by other Institute members. I am the Principal of Apprise Wealth Management, a fee-only RIA. I am currently Principal for Apprise Wealth Management, a fee-only Registered Investment Advisor business. I am currently a consultant in a similar capacity to the services I will perform for Foundation Wealth and Tax for Bestgate Wealth Advisors. I am co-presiding partner for Hay Weiss CPA, LLC. I prepare some tax returns for Hay Weiss and also manage the company's finances. I receive no commission from any business.

Designations