Jeffrey A. Weiand

RTD FINANCIAL ADVISORS

PHILADELPHIA, PA 19103

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CRD#: 1414639

Professional summary

Jeffrey Alan Weiand, CFP® is a registered financial advisor currently at RTD FINANCIAL ADVISORS INC located in Philadelphia, Pennsylvania.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1985. Jeffrey has worked at 6 firms and has passed the Series 63 and Series 7 exams.

Question & Answer

What are your service offerings?

Retirement Planning

Investment Planning

Comprehensive Financial Planni...

Retirement Income Management

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Alan Weiand's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 1989

Experience

Current

August 29, 1991 - Present

RTD FINANCIAL ADVISORS INC

Office #1: 30 S. 17th Street, Philadelphia, PA 19103

RIA

CRD#: 110744

PHILADELPHIA, PA

Past

March 18, 1999 - July 2, 2001

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

November 19, 1989 - December 12, 1989

OSAIC WEALTH, INC.

CRD#: 23131

SCOTTSDALE, AZ

Past

November 15, 1989 - April 1, 1997

WALNUT STREET SECURITIES, INC.

CRD#: 15840

EL SEGUNDO, CA

Past

April 25, 1986 - November 19, 1989

INTEGRATED RESOURCES EQUITY CORPORATION

CRD#: 6403

Past

January 13, 1986 - May 1, 1986

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

CRD#: 5774

Past

September 25, 1985 - December 20, 1985

SIGNATOR INVESTORS, INC.

CRD#: 468

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

RTD FINANCIAL ADVISORS INC

PINNACLE FINANCIAL ADVISORY GROUP OF RTD | RTD FINANCIAL ADVISORS INC

CRD#: 110744 / SEC#: 801-19015

RIA

Registered Investment Advisory firm - (6/13/1983 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Jersey
(7/12/2005)

IAR

Pennsylvania
(8/29/1991)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 3/17/1986

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 9/21/1985

General Securities Representative Examination

Current Firm

RTD FINANCIAL ADVISORS INC

PINNACLE FINANCIAL ADVISORY GROUP OF RTD | RTD FINANCIAL ADVISORS INC

CRD#: 110744 / SEC#: 801-19015

RIA

Registered Investment Advisory firm - (6/13/1983 Approved)

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Contact information

Main Address

30 S. 17th Street Ste 1620, Philadelphia, PA 19103

Mailing Address

Phone number

(215) 557-3800

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (19 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RTD FINANCIAL ADVISORS INC FORM ADV PART 2 (10/9/2025)

Regulatory assets under management

Total Number of Accounts	2,979
AUM (Assets Under Management)	$ 2,381,633,715

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

xxxxx@xxxx.xxx

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Advisor Monitoring

Firm Stability Insights

Jeffrey A. Weiand

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Alan Weiand's CRS (Customer Relationship Summary).

Certified licenses

Experience

OSAIC WEALTH, INC.

OSAIC WEALTH, INC.

WALNUT STREET SECURITIES, INC.

INTEGRATED RESOURCES EQUITY CORPORATION

ANCHOR NATIONAL FINANCIAL SERVICES, INC.

SIGNATOR INVESTORS, INC.

Primary Firm SEC Registration

RTD FINANCIAL ADVISORS INC

State Registrations and Notice Filings

Exams

Series 63

Date: 3/17/1986

Series 7

Date: 9/21/1985

Current Firm

RTD FINANCIAL ADVISORS INC

Contact information

SEC notice filing (19 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RTD FINANCIAL ADVISORS INC

TRUST BUT VERIFY

Contact information

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