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Scott G Weiss

Weiss Financial Group LLC

Mahopac, NY

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Current Employers
Weiss Financial Group Llc

704 Route 6, Mahopac, NY 10541 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-10-16
TX RA APPROVED_RES 2021-09-27
CT RA APPROVED 2012-01-03
  • NY RA
    APPROVED
    Since 2021-10-16
  • TX RA
    APPROVED_RES
    Since 2021-09-27
  • CT RA
    APPROVED
    Since 2012-01-03

Branch Locations

704 Route 6, Mahopac, NY 10541 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Weiss Financial Group Llc Mahopac NY 12/2011 Present
Weiss Advisory Group Mahopac NY 01/2010 Present
Previous Registrations
  • 2010-12-10 → 2012-01-09
    Asset & Financial Planning, Ltd
    Mahopac, NY
Other Businesses

Scott G. Weiss is the managing member of Weiss Advisory Group.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-06-03
  • S66 Uniform Combined State Law Examination
    2010-06-03

View on SEC IAPD

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J.P. MORGAN SECURITIES LLC
RAYMOND JAMES & ASSOCIATES, INC.
INNOVATIVE FAMILY OFFICE LLC
INNOVATIVE PRIVATE WEALTH MANAGEMENT INC.

Other Investors

Raymond John Passero
KEITH D WEISS
JOSEPH JOHN MARINO
RAY V SPANO
Krishnan Harihara
Nicolette Thibault
Kjersten Carlene Lazar
DONNA H COLUCCI

Other Offices

LPL ENTERPRISE, LLC · MAHOPAC, NY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Mahopac, NY
SPANO ADVISORY SERVICES INC. · MAHOPAC, NY
KEY INVESTMENT SERVICES LLC · MAHOPAC, NY
J.P. MORGAN SECURITIES LLC · BALDWIN PLACE, NY
RAYMOND JAMES & ASSOCIATES, INC. · SOMERS, NY
INNOVATIVE FAMILY OFFICE LLC · SOMERS, NY
INNOVATIVE PRIVATE WEALTH MANAGEMENT INC. · SOMERS, NY

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