Brent Mitchell Weiss

Employer firm

Facet CRD 285961

$7.60B regulatory AUM 2,521 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 12/2016
  Kestra Financial Services, Inc.
  Austin, TX
• 12/2016 → 09/2017
  Fabric Wealth
  Baltimore, MD
• 08/2016 → 12/2016
  Clear Path Advisory
  Pikesville, MD
• 09/2017 → Present
  Facet Wealth
  Baltimore, MD

Previous Registrations

• 2016-04-20 → 2016-12-06
  Kestra Advisory Services, Llc
  Timonium, MD
• 2006-07-12 → 2016-09-22
  Kestra Investment Services, Llc
  Timonium, MD
  Timonium, MD
  Pikesville, MD

Exams

• S66 Uniform Combined State Law Examination
  2006-06-23

Designations

• Certified Financial Planner
• Chartered Financial Consultant