Scott Adam Weissman
Investment adviser representative at Matrix Private Capital Group
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$561MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsPerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
17 years in the industry.
- Matrix Private Capital GroupApr 2019 to now
- Morgan Stanley Private Bank, National AssociationJan 2015 to Apr 2019
- Morgan Stanley Smith BarneyJun 2009 to Apr 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Matrix Private Capital Group
Legal name: Matrix Private Capital Group LLC
$561MAssets managed
222Clients
3Advisers
9 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
- 2802682
- Firm CRD
- 285531