Richard Weiss is a registered investment advisor, based in Orlando, FL, with 27 years of industry experience.
Location
111 North Orange Ave., Suite 1000, Orlando, FL, 32801
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Regulatory History
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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Richard is the Chief Compliance Officer for International Assets Investment Management, LLC (since 2018, full-time), Global Assets Advisory, LLC (since 2019, a few hours per week), and Primus Financial Services, LLC (since 2021, a few hours per week). All three are RIA or BD affiliates.
Employment History
Current Registrations
Bhs Financial, LLC
Bhs Financial, LLCBroker
Primus Financial Services, LLCBroker
International Assets Advisory, LLC
Global Assets Advisory, LLC
International Assets Investment Management, LLC
International Assets Advisory, LLCBroker
Previous Registrations
Cantella & CO., INC.
Cantella & CO., INC.Broker
Cetera Advisor Networks LLCBroker
Cetera Advisors LLCBroker
Cetera Financial Specialists LLCBroker
Cetera Investment Services LLCBroker
Investors Capital Advisory
Investors Capital CORP.Broker
Commonwealth Financial NetworkBroker
American Express Financial Advisors, INC.
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
H&r Block Financial Advisors, INC.Broker
Wedbush Morgan Securities INC.Broker
First Albany CorporationBroker
Tucker Anthony IncorporatedBroker
State Registrations20 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.