Brent Mitchell Weiss
Investment adviser representative at Facet
10 yearsExperience
2 statesRegistered in
CFP® certification, ChFC®Designations
$8.7BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Fixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
10 years in the industry.
- FacetMar 2021 to now
- Facet WealthSep 2017 to now
- Fabric WealthDec 2016 to Sep 2017
- Clear Path AdvisoryAug 2016 to Dec 2016
- Kestra Financial Services, Inc.Apr 2016 to Dec 2016
Designations
- CFP® certification
- ChFC®
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Facet
Legal name: Facet Wealth, Inc
$8.7BAssets managed
16,053Clients
94Advisers
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
- 5078002
- Firm CRD
- 285961