Alex
Weissman

Cambridge Investment Research Advisors, Inc

CRD#2568247
Investment Advisor
in Great Neck, NY

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About this Advisor

Alex Weissman is a financial advisor based in Great Neck, New York, working with Cambridge Investment Research Advisors, Inc. Alex has previously held positions at Gilman & Ciocia, Abel, National Securities Corporation, Cambridge Investment Research, Inc, and Cambridge Investment Research Advisors, Inc. Alex has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in New York. Currently, Alex is part of Cambridge Investment Research Advisors, Inc, which operates out of Great Neck, New York. The firm has 2,192 offices and 3,312 employees. The firm manages assets totaling $87.4 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, market timing services, and educational seminars. The fee structure at Cambridge Investment Research Advisors, Inc includes asset-based, hourly, fixed, commission-based, and other fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Market timing services, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Others

Office Location

107 Northern Blvd. Ste. 304
Great Neck, NY 11021

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Cambridge Investment Research Advisors, Inc Brokerage Details

Total Assets Under Management

$87,368,733,496

NY Average: $9,259,360,772
Total Number of Employees

3,312

NY Average: 166
Total Number of Accounts

448,526

NY Average: 7,189
Average Account Size

$194,791

NY Average: $1,287,990

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Market timing services
  • Educational seminars/workshops

Alex Weissman Work History

2021 - Present (3 years)

Cambridge Investment Research, Inc

2021 - Present (3 years)

Cambridge Investment Research Advisors, Inc

2013 - 2021 (8 years)

National Securities Corporation

2012 - 2015 (3 years)

Abel

1981 - 2020 (39 years)

Gilman & Ciocia

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Alex Weissman 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 Cambridge Investment Research Advisors, Inc

Brittni Snyder Borri
Greenville, IL
Alyssa Adams
Grand Junction, CO
Madison Scarpelli
Rochester, MI
Jin Wang
Deerfield, IL
Tyler Quinn
Camp Hill, PA
Anne Bird
Dothan, AL
Jared Hollander
Massena, NY
Isak Larson
Ramsey, MN

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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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.

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