Invested Better
Unclaimed

Unclaimed

Unclaimed

Brian Adam Weiss

Keybanc Capital Markets Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Brian? Claim Your Profile

About Brian Adam Weiss

Brian Adam Weiss is a registered representative with Keybanc Capital Markets Inc. Brian has been in the securities industry since 2012. Brian holds the Series 63, SIE, and Series 79 licenses and is registered in New York. Prior to joining Keybanc Capital Markets Inc., Brian was employed by RBC CAPITAL MARKETS, LLC.

Firm Information

Brian Weiss is currently registered with Keybanc Capital Markets Inc.. Keybanc Capital Markets Inc. is a corporation formed on May 18, 1983 and is registered in 53 states and the SEC. The firm is headquartered in Cleveland, Ohio, and provides a wide range of investment banking and capital markets services. The firm's services include mergers and acquisitions, debt and equity underwriting, and financial advisory services.

Not reported

Assets Under Management

Not reported

Total Clients

359

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Brian Weiss’s Registration & Firm History

NY

04/21/2021 - Present

Keybanc Capital Markets Inc. (New York NY)

NY

10/31/2011 - 02/09/2021

RBC CAPITAL MARKETS, LLC (NEW YORK NY)

Not sure if Brian Adam Weiss is right for you?

Licenses & Designations

BC

Issued 09/17/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/29/2011

Series 79 - Investment Banking Registered Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian Adam Weiss.
Not sure if Brian Adam Weiss is right for you?