Alec Weiss
Alec Weiss is a registered investment advisor at Cetera Investment Advisers LLC, based in Philadelphia, PA, with 12 years of industry experience. Alec 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
1650 Market St, Suite 3600, Philadelphia, PA, 19103
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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
Alec is an insurance agent selling life, disability, annuities, and long-term care insurance since 2020. He is also a financial advisor providing financial services, dedicating about a quarter of his time to this. Additionally, Alec is a head soccer coach for the Lower Merion Soccer Club.
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
State Registrations13 states
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