Andrew
Weissman

Bronfman Rothschild

CRD#5531013
Investment Advisor
in New York, NY
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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

Series 66, Certified Financial Planner

Years of Experience

10 years

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1140 Avenue Of Americas Suite 944
New York, NY 10036

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Bronfman Rothschild Brokerage Details

Total Assets Under Management

$6,146,256,494

NY Average: $6,889,882,315
Total Number of Employees

91

NY Average: 45
Total Number of Accounts

2,250

NY Average: 765
Average Account Size

$2,731,670

NY Average: $9,006,382

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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.

2017 - Present (2 years)

Belr Capital, LLC

2017 - Present (2 years)

Bronfman E.L. Rothschild, Lp

2015 - 2017 (2 years)

Cfwp Securites, LLC

2015 - 2017 (2 years)

Cantor Fitgerald Wealth Partners, LLC

2012 - 2015 (3 years)

Rdm Insurance Services, Inc

2012 - 2015 (3 years)

Rdm Investment Services, Inc

2009 - 2012 (3 years)

Morgan Stanley Smith Barney

Disclosures

Andrew Weissman has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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