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Weiss Financial Group LLC CRD 159331
$90.0M regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
704 Route 6, Mahopac, NY 10541 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-16 |
| TX | RA | APPROVED_RES | 2021-09-27 |
| CT | RA | APPROVED | 2012-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weiss Financial Group Llc | Mahopac | NY | 12/2011 | Present |
| Weiss Advisory Group | Mahopac | NY | 01/2010 | Present |
Scott G. Weiss is the managing member of Weiss Advisory Group.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-03 |
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