Konstantin
Weitz
Nexus
Answer a few questions and
get matched with an advisor.
About this Advisor
Konstantin Weitz is a financial advisor operating out of Sunnyvale, California who has 1 year of relevant experience. Weitz currently works for Nexus. Their career trajectory has included roles at University Of Washington, Google and Financial Choice, Inc. Weitz has a Series 65 license, certifying them as an investment advisor representative, and can advise clients in California and Washington. Nexus is a registered investment business operating in Sunnyvale, California. It administers $282 thousand in assets under management between its 41 accounts, making it one of the smaller firms in the United States by assets under management. Nexus provides portfolio management for individuals and small businesses. Financial management fee schedules typically are based on which services are offered. However, fee types charged by Nexus typically consist of fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Nexus Brokerage Details
$281,737
3
41
$6,872
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
Konstantin Weitz Work History
Konstantin has been registered as a financial advisor for 1 years.*
Financial Choice, Inc
University Of Washington
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Konstantin Weitz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Nexus
Sunnyvale, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
