Richard Weiss
Investment adviser representative at Global Assets Advisory, LLC
11 yearsExperience
1 stateRegistered in
$551.7MFirm assets
7 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
11 years in the industry.
- Primus Financial Services, LLCSep 2021 to now
- Global Assets Advisory, LLCApr 2019 to now
- International Assets Advisory, LLCJan 2018 to now
- International Assets Investment Management, LLCJan 2018 to now
- Cantella & Co., Inc.Oct 2015 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (FL).
Global Assets Advisory, LLC
$551.7MAssets managed
2,588Clients
30Advisers
7 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2523174
- Firm CRD
- 300460