David Weiss
Investment adviser representative at &partners
10 yearsExperience
1 stateRegistered in
ChFC®Designation
$30.3BFirm 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 assetsHourlySubscriptionFixed or flat feeCommissionsPerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
10 years in the industry.
- &partnersMar 2025 to now
- Wells Fargo Clearing Services, LLCAug 2024 to now
- Creative Planning LLCApr 2023 to Aug 2024
- Amj Financial Wealth Management LLCJun 2021 to Apr 2023
- Brighter Financial Capital Management, LLCFeb 2021 to Jun 2021
- Clark & Associates, Inc. Financial SolutionsJan 2020 to Jun 2021
- Tpgs Federal SolutionsJan 2019 to Oct 2019
- PerspectaAug 2018 to Jan 2019
- Keller WilliamsNov 2017 to Jan 2020
- LeidosFeb 2016 to Aug 2018
Designations
- ChFC®
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
- Series 63 · Uniform Securities Agent State Law2022
State registrations
Registered as an investment adviser representative in 1 state (VA).
&partners
$30.3BAssets managed
62,194Clients
544Advisers
35 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
- 7221753
- Firm CRD
- 3767