David Weissman
David Weissman is a registered investment advisor at Wells Fargo Advisors, based in Boca Raton, FL, with 38 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1675 N Military Trail Ste 500, Boca Raton, FL, 33486
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2001Employment History
Current Registrations
Wells Fargo Advisors
Wells Fargo Clearing Services, LLCBroker
Previous Registrations
Janney Montgomery Scott LLC
Janney Montgomery Scott LLCBroker
Painewebber IncorporatedBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
Prudential Securities IncorporatedBroker
The Investment Center, INC.Broker
Blinder, Robinson & CO., INC.Broker
F.D. Roberts Securities, INC.Broker
State Registrations21 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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