DW
ChFC
DW
ChFC

Dennis Weil

47 Years of Experience
East Meadow, NY
BrokerSells Insurance

Dennis Weil is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in East Meadow, NY, with 47 years of industry experience. Dennis 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

East Meadow, NY

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Dennis is an insurance agent selling various insurance products and works as an advisor for North Ridge Wealth Planning and The Planning Group. He also owns and manages real estate, teaches CE classes, and owns DW Planning Services Corp, a DBA for insurance services.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 3 yrs 3 mos
Cetera Wealth Services, LLC
February 2019 - Present · 7 yrs 7 mos
Cetera Wealth Services, LLCBroker
February 2019 - Present · 7 yrs 7 mos
Previous Registrations
Cetera Advisor Networks LLC
March 2021 - June 2023 · 2 yrs 3 mos
North Ridge Securities CORP.Broker
February 2001 - February 2019 · 18 yrs
W. S. Griffith & CO., INC.Broker
June 1993 - February 2001 · 7 yrs 8 mos
Phoenix Equity Planning CorporationBroker
September 1978 - June 1993 · 14 yrs 9 mos
State Registrations9 states
CTFLGAMDMONCNJNYVirgin Islands
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.