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About this Advisor
Andrew Weissman is a certified financial planner whose office is in New York, New York. Currently an investment advisor at Bronfman Rothschild, Weissman has 10 years of work experience as a financial advisor. Weissman maintains a Series 66 license, which designates the advisor as both a securities agent and an investment advisor representative. Weissman is registered to serve customers based out of Maryland. Over the course of their career, they have held roles at Rdm Insurance Services, Inc, Morgan Stanley Smith Barney, Rdm Investment Services, Inc, Belr Capital, LLC, Cfwp Securites, LLC, Cantor Fitgerald Wealth Partners, LLC and Bronfman E.L. Rothschild, Lp. Bronfman Rothschild is headquartered in New York, New York, and has 10 other locations throughout the nation. In total, Bronfman Rothschild manages $6 billion in assets dispersed across 2,250 accounts and employs more than 91 people. The amount of assets the firm manages places it among the largest financial advisory firms in the nation. The firm manages 2,168 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 33% of the advisory firm's clients are high-net-worth individuals, meaning they have over $1 million in assets. Bronfman Rothschild can offer financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, hourly and fixed fees.
Certifications and Registrations
Years of Experience
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Bronfman Rothschild Brokerage Details
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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
Andrew Weissman Work History
Andrew has 10 years of experience.
Belr Capital, LLC
Bronfman E.L. Rothschild, Lp
Cfwp Securites, LLC
Cantor Fitgerald Wealth Partners, LLC
Rdm Insurance Services, Inc
Rdm Investment Services, Inc
Morgan Stanley Smith Barney
Andrew Weissman has no disclosures.
Please visit their SEC profile for more details.