Scott G Weiss
Investment adviser representative at Weiss Financial Group LLC
16 yearsExperience
3 statesRegistered in
$90MFirm assets
14 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Weiss Financial Group LLCDec 2011 to now
- Weiss Advisory GroupJan 2010 to now
Exams passed
- Series 66 · Uniform Combined State Law2010
State registrations
Registered as an investment adviser representative in 3 states (CT, NY, TX).
Weiss Financial Group LLC
$90MAssets managed
109Clients
2Advisers
14 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
- 5772766
- Firm CRD
- 159331