Robert
Weiss
Provenance Wealth Advisors
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About this Advisor
Robert Weiss is a financial advisor operating in Sarasota, Florida with a total of 4 years of relevant experience. Weiss is on the advisory team at Provenance Wealth Advisors. The advisor has gained experience at Provenance Wealth Advisors, Morgan Stanley & Co., Inc, Morgan Stanley Smith Barney LLC, Raymond James Financial Services Advisors, Inc and Raymond James Financial Services, Inc. Weiss maintains Series 63 and Series 66 licenses, qualifying them as a securities broker, and can serve investors in Florida. Provenance Wealth Advisors is a financial advisory company that has its headquarters in Fort Lauderdale, FL. It has offices in seven locations and a total of 54 people on staff. It oversees $623 million in total assets between its 108 customer accounts, placing it among the bigger firms in the nation by assets under management. The firm performs a set of services, such as financial planning services, pension consulting services and other services. A financial advisor's fees typically vary depending on which services the firm provides the client. Fees billed by Provenance Wealth Advisors may include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Provenance Wealth Advisors Brokerage Details
$623,232,415
54
108
$5,770,671
Investment Advisory Services
- Financial planning services
- Pension consulting services
- Other
Robert Weiss Work History
Robert has been registered as a financial advisor for 4 years.*
Provenance Wealth Advisors
Provenance Wealth Advisors
Raymond James Financial Services Advisors, Inc
Raymond James Financial Services, Inc
Provenance Wealth Advisors
Morgan Stanley Smith Barney LLC
Morgan Stanley & Co., Inc
*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 Robert Weiss 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 Provenance Wealth Advisors
Miami, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Fort Lauderdale, FL
Miami, FL
Fort Lauderdale, FL
Miami, FL
Mason, OH
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