Daniel Adrian Weiss
Professional Summary
Daniel Adrian Weiss is a registered financial advisor currently at AMD CAPITAL, LLC located in Chicago, Illinois. Daniel is registered as a RR (Registered Representative) and started their career in finance in 1989. Daniel has worked at 5 firms and has passed the Series 63, Series 99TO, SIE, Series 7, Series 3 and Series 24 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
There are no additional aliases reported.
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Videos & Posts
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures on record.
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Years of Experience
37 years in the financial services industry
Current & Past Employments
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Current Firm
AMD CAPITAL, LLC
Contact Information
Main Address
2907 W. Wilson Avenue, Chicago, IL 60625Mailing Address
2907 W. Wilson Avenue, Chicago, IL 60625Phone Number
(312) 961-7237Established
Delaware since 11/30/2001Firm Type
Limited Liability CompanyFiscal Year End
DecemberFirm Size
SmallFINRA licenses (20 States and Territories)
Registered to provide investment advisory services in 0 US states and territories.
Documents
Direct owners and executive officers
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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.
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State Registrations and Notice Filings
(1/3/2003)
(1/25/2016)
(10/21/2015)
(8/3/2006)
(3/24/2003)
(3/15/2012)
(1/8/2003)
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
SRO Registrations
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CRS (Client Relationship Summary) - BD
Click below to view Daniel Adrian Weiss's CRS (Customer Relationship Summary).
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