Daniel Weiss
Daniel Weiss is a registered investment advisor at Cetera Investment Advisers LLC, based in Radnor, PA, with 16 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
150 N Radnor Chester Rd. Suite F200, Radnor, PA, 19087
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daniel sells fixed insurance products including life, disability, annuities, and long-term care through various companies, and submits insurance cases to Branca Rampart Insurance Services. He also owns W Financial Advisors, dedicating about a quarter of his time to providing financial services.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
State Registrations16 states
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