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Jeffrey Alan Weiand

Rtd Financial Advisors Inc

Philadelphia, PA

CRD 1414639

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Employer firm

Rtd Financial Advisors Inc CRD 110744

$2.72B regulatory AUM

Reported services (Item 5G)

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

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

Current Employers
Rtd Financial Advisors Inc

30 S. 17Th Street Ste 1620, Philadelphia, PA 19103 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2005-07-12
PA RA APPROVED 1991-08-29
  • NJ RA
    APPROVED
    Since 2005-07-12
  • PA RA
    APPROVED
    Since 1991-08-29

Branch Locations

30 S. 17Th Street Suite 1620, Philadelphia, PA 19103 • 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
Rtd Financial Advisors, Inc Philadelphia PA 11/1985 Present
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1986-03-17
  • S63 Uniform Securities Agent State Law Examination
    1986-03-17
Designations
  • Certified Financial Planner

View on SEC IAPD

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GLOBAL ADVISERS, LLC · PHILADELPHIA, PA

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