WEISS FINANCIAL GROUP LLC
CRD #159331 SEC #801-72871 MAHOPAC, NY 845-621-4700
SEC Registered
Total AUM
$76.2M
Discretionary
$75.3M
Employees
2
Clients
10
Accounts
247
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New York
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jan 15, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | MANAGING MEMBER | D | Control |
| WEISS, KEITH, D | I | CHIEF INFORMATION OFFICER | D | Control |
| WEISS, KEITH, D | I | CHIEF INFORMATION OFFICER | D | Control |
| WEISS, KEITH, D | I | CHIEF INFORMATION OFFICER | D | Control |
| WEISS, KEITH, D | I | CHIEF INFORMATION OFFICER | D | Control |
| WEISS, KEITH, D | I | CHIEF INFORMATION OFFICER | D | Control |
| WEISS, KEITH, D | I | CHIEF INFORMATION OFFICER | D | Control |
| WEISS, KEITH, D | I | CHIEF INFORMATION OFFICER | D | Control |
| WEISS, KEITH, D | I | CHIEF INFORMATION OFFICER | D | Control |
| WEISS, KEITH, D | I | CHIEF INFORMATION OFFICER | D | Control |
| WEISS, KEITH, D | I | CHIEF INFORMATION OFFICER | D | Control |
| WEISS, KEITH, D | I | CHIEF INFORMATION OFFICER | D | Control |
| WEISS, KEITH, D | I | CHIEF INFORMATION OFFICER | D | Control |
| WEISS, KEITH, D | I | CHIEF INFORMATION OFFICER | D | Control |
| WEISS, KEITH, D | I | CHIEF INFORMATION OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | D | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | C | Control |
| WEISS, SCOTT, G | I | CHIEF COMPLIANCE OFFICER | C | Control |
Registrations
Federal
IA
Jan 15, 2025 REGISTERED
Notice Filings (3)
CT NY TX
Address
704 ROUTE 6MAHOPAC, NY 10541
United States
Phone: 845-621-4700