Dennis Weil
Dennis Weil is a ChFC-designated registered investment advisor at Cetera Investment Advisers LLC, based in East Meadow, NY, with 48 years of industry experience. Dennis is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
East Meadow, NY
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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
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
Cetera Wealth Services, LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
North Ridge Securities CORP.Broker
W. S. Griffith & CO., INC.Broker
Phoenix Equity Planning CorporationBroker
State Registrations10 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.
Exams
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