Eliot Mitchel Weissberg

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 06/1999 → Present
  Raymond James Financial Services, Inc.
  Avon, CT
• 01/2009 → Present
  Raymond James Financial Services Advisors, Inc
  Avon, CT

Other Businesses

(1)Name of Business: The Advisors Center, LLC Address: 70 E Main St Ste 5, Avon, CT, 06001-3800, United States Activity Type: Business Owner Position/Title: Owner/Proprietor Investment Related: No Start Date: 05/13/2014 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner - no employees - Company holds my IP. (2)Name of Business: The Investors Center, Inc. Address: 70 East Main Street,, Avon, CT, 06001, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 07/01/1999 Hours per month devoted to this business: 11-20 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Sales (3)Name of Business: The Investors Center, Inc. Address: 70 East Main St., Avon, CT, 06001, United States Activity Type: Support Company - Owner Position/Title: Other, Officer - President Investment Related: No Start Date: 07/01/1999 Hours per month devoted to this business: 21-40 Hours per month devoted to this business during trading hours: 2-10 Description of duties: NOT REQUIRED AT TIME OF SUBMISSION

Exams

• S65 Uniform Investment Adviser Law Examination
  1994-07-21
• S63 Uniform Securities Agent State Law Examination
  1983-05-26

Other Names

• Eliot M Weissberg