EW
EW

Eric Weiss

31 Years of Experience
Saint Petersburg, FL
Broker

Eric Weiss is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Saint Petersburg, FL, with 31 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

880 Carillon Parkway, Saint Petersburg, FL, 33716

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Eric owns Analog Forum LLC, a website operation, though it is currently inactive. He also owns Southern Comfort Pool Care in Juno Beach, FL.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
September 2018 - Present · 7 yrs 10 mos
Raymond James Financial Services, INC.
September 2018 - Present · 7 yrs 10 mos
Raymond James Financial Services, INC.Broker
September 2018 - Present · 7 yrs 10 mos
Previous Registrations
Newbridge Financial Services Group, INC.
July 2018 - August 2018 · 1 mo
Newbridge Securities CorporationBroker
June 2018 - August 2018 · 2 mos
UBS Financial Services INC.
January 2016 - September 2016 · 8 mos
UBS Financial Services INC.Broker
January 2016 - September 2016 · 8 mos
Morgan Stanley
September 2010 - April 2015 · 4 yrs 7 mos
Morgan StanleyBroker
September 2010 - April 2015 · 4 yrs 7 mos
Wells Fargo Advisors Financial Network, LLC
April 2010 - September 2010 · 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
February 2010 - September 2010 · 7 mos
J.p.morgan Securities INC.
September 2007 - April 2009 · 1 yr 7 mos
J.P. Morgan Securities INC.Broker
September 2007 - April 2009 · 1 yr 7 mos
Wachovia Securities Financial Network, LLC
July 2003 - September 2007 · 4 yrs 2 mos
Wachovia Securities Financial Network, LLCBroker
June 2003 - September 2007 · 4 yrs 3 mos
Wachovia Securities, INC.
January 2000 - December 2002 · 2 yrs 11 mos
Wachovia Securities, INC.Broker
October 1999 - December 2002 · 3 yrs 2 mos
First Union Capital Markets CORP.Broker
August 1999 - October 1999 · 2 mos
A. G. Edwards & Sons, INC.Broker
October 1997 - June 1999 · 1 yr 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1990 - October 1997 · 7 yrs
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Eric Weiss - Financial Advisor | TrueAdvisor