WEISS FINANCIAL GROUP LLC of MAHOPAC, NY is an SEC-registered investment adviser (CRD 159331). Regulatory assets under management: $90.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Keith D Weiss | CHIEF INFORMATION OFFICER | — |
| Scott G Weiss | CHIEF COMPLIANCE OFFICER | — |
| WEISS KEITH D | CHIEF INFORMATION OFFICER; MANAGING MEMBER | — |
| WEISS SCOTT G | CHIEF COMPLIANCE OFFICER | — |