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David Lee Weiss

Global Atlantic Distributors, LLC

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About David Lee Weiss

David Weiss is a financial advisor who has been working in the financial services industry since 1997. David is currently registered with Global Atlantic Distributors, LLC in Hartford, Connecticut. Previously, David was employed by VOYA AMERICA EQUITIES, INC., DIRECTED SERVICES LLC, PRUDENTIAL ANNUITIES DISTRIBUTORS, INC, PRUCO SECURITIES, LLC., AMERICAN SKANDIA MARKETING, INC. and PML SECURITIES COMPANY. David has passed several industry exams including the Series 6, Series 26, and Series 63 exams. David is licensed to sell securities in Connecticut.

Firm Information

David Weiss is currently registered with Global Atlantic Distributors, LLC. Global Atlantic Distributors, LLC is a Limited Liability Company formed in December 2005. The firm is registered to do business in all 50 states, the District of Columbia, and Puerto Rico. Global Atlantic Distributors, LLC has one approved SEC registration and 52 approved state registrations.

Not reported

Assets Under Management

Not reported

Total Clients

104

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.

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David Weiss’s Registration & Firm History

CT

04/09/2020 - Present

Global Atlantic Distributors, LLC (HARTFORD CT)

CT

01/18/2019 - 03/17/2020

VOYA AMERICA EQUITIES, INC. (WINDSOR CT)

CT

10/12/2015 - 06/29/2018

DIRECTED SERVICES LLC (WINDSOR CT)

CT

01/08/2010 - 10/21/2013

DIRECTED SERVICES LLC (WINDSOR CT)

CT

12/07/2006 - 10/26/2009

PRUDENTIAL ANNUITIES DISTRIBUTORS, INC (SHELTON CT)

NJ

03/15/2005 - 11/21/2005

PRUCO SECURITIES, LLC. (NEWARK NJ)

CT

05/31/1994 - 12/10/2004

AMERICAN SKANDIA MARKETING, INC. (SHELTON CT)

DE

05/13/1993 - 03/15/1994

PML SECURITIES COMPANY (NEWARK DE)

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Licenses & Designations

BC

Issued 11/27/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/05/2016

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 06/29/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/12/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David Lee Weiss.
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