Gary Weiss
Gary Weiss is a registered investment advisor at Raymond James & Associates, INC., based in Scottsdale, AZ, with 33 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
14850 N. Scottsdale Road, Suite 155, Scottsdale, AZ, 85254
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2009Customer Dispute
April 2008Customer Dispute
July 2003Other Business Activities
Gary plays guitar and sings at Frasher's Smokehouse once a month. He also serves as a board member and finance/investment committee member for the Valley of The Sun Jewish Community Center, providing strategic advice and oversight, dedicating a few hours per week to each activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Previous Registrations
The Concord Equity Group, LLCBroker
Citigroup Global Markets INC.Broker
Lehman Brothers INC.Broker
State Registrations32 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.