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Eliot Weissberg

Raymond James Financial Services Advisors, INC
45 Years of Experience
Avon, CT
2 DisclosuresBrokerSells Insurance
View SEC Summary
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Eliot Weissberg is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Avon, CT, with 45 years of industry experience. Eliot is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 508,439 clients with $390B in assets under management.

Raymond James Financial Services Advisors, INC
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6724 advisors
Number of Clients
508,439 clients
Average Client Portfolio
$767K average
Assets Under Management
$390.0B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.25%

Maximum annual fee percentage is 2.25% of assets under advisement. Specific fees are negotiable with your financial advisor based on time, complexity, and portfolio size.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

70 East Main St., Suite 5, Avon, CT, 06001

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History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
December 2025
Denied
Regulatory
February 1988
Final
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Eliot is an agent for The Investors Center, Inc. selling non-variable insurance, dedicating a few hours per week. Eliot is also an officer (President) and owner of a support company, The Investors Center, Inc., spending about 10-20% of his time on this role.

Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
January 2009 - Present · 17 yrs 9 mos
Raymond James Financial Services, INC.
June 1999 - Present · 27 yrs 4 mos
Raymond James Financial Services, INC.Broker
June 1999 - Present · 27 yrs 4 mos
Previous Registrations
Raymond James Financial Services
July 1999 - January 2009 · 9 yrs 6 mos
Bannon & Whitney, INC.Broker
January 1990 - June 1999 · 9 yrs 5 mos
Coburn & Meredith, INC.Broker
July 1986 - January 1990 · 3 yrs 6 mos
Townsley Associates and Company, INC.Broker
January 1984 - July 1986 · 2 yrs 6 mos
Mha Financial CORPBroker
July 1982 - December 1983 · 1 yr 5 mos
P & I Equities CorporationBroker
November 1980 - July 1982 · 1 yr 8 mos
State Registrations28 states
AZCACTDCDEFLGAHIIDILMAMDMEMNMONCNHNJNYOHPARISCTNTXVAVirgin IslandsWA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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