Eric J. Weiss
BRIGHTSCAPE INVESTMENT CENTERS
MIAMI, FL
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CRD#: 2794607
Professional summary
Eric Joshua Weiss, CFP®, who also goes by Eric Weiss, is a registered financial advisor currently at BRIGHTSCAPE INVESTMENT CENTERS located in Miami, Florida.
Eric is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Eric has worked at 1 firm and has passed the Series 65 exam.
Biography
We are fee-only, independent and objective.
Certified Financial Planner professional
MBA (finance), University of Chicago
MA (economics), Columbia University
BA (international affairs), George Washington University
Question & Answer
What are your service offerings?
Tax Planning
Investment Planning
Employee and Employer Plan Ben...
Comprehensive Financial Planni...
Estate Planning
Retirement Planning
Business Succession Planning
Do you have an area of expertise or specialization?
Alternative or Private Investm...
Business Owners
Cash Flow/Budgets/Credit Issue...
Corporate Executives
Entrepreneurs
Estate & Generational Planning...
What is your minimum asset requirement?
100K
Are you a "fiduciary"?
Yes
Aliases
Eric Weiss
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.
Mr. Weiss is the manager and registered agent of Granite Park Capital, LLC and Wander, LLC. Granite Park is investment related, Wander is not. The businesses address are 6400 SW 107th Street, Miami, FL 33156. Granite Park makes venture capital investments, Wander is a developer. Mr. Weiss started Granite Park in 2013 and Wander in 2019. Mr. Weiss spends less than one hour per month on this business. This time occurrs during securities trading hours. Mr. Weiss is responsible for the general management of the companies.
CRS (Client Relationship Summary) - RIA
Click below to view Eric Joshua Weiss's 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®
Start date: 2006
Experience
Current
January 3, 2000 - Present
BRIGHTSCAPE INVESTMENT CENTERS
RIA
CRD#: 129597
MIAMI, FL
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
Arizona(8/19/2020)
IAR
California(10/15/2020)
IAR
Colorado(1/2/2019)
IAR
Florida(1/3/2000)
Current Firm
BRIGHTSCAPE INVESTMENT CENTERS
BRIGHTSCAPE INVESTMENT CENTERS | BRIGHTSCAPE INVESTMENT CENTERS,INC.
CRD#: 129597 / SEC#:
Arizona
Registered Investment Advisory firm - (8/19/2020 Approved)California
Registered Investment Advisory firm - (10/15/2020 Approved)Colorado
Registered Investment Advisory firm - (1/2/2019 Approved)Florida
Registered Investment Advisory firm - (11/17/1999 Approved)Georgia
Registered Investment Advisory firm - (12/31/2007 Terminated)Illinois
Registered Investment Advisory firm - (12/31/2007 Terminated)Maryland
Registered Investment Advisory firm - (11/29/2007 Approved)New York
Registered Investment Advisory firm - (11/29/2006 Terminated)Texas
Registered Investment Advisory firm - (9/16/2004 Approved)Virginia
Registered Investment Advisory firm - (4/25/2007 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Miami, FL
Mailing Address
Phone number
(305) 233-6222
Established
Firm type
Fiscal year end
# of Employees
4
Regulatory assets under management
| Total Number of Accounts | 391 |
| AUM (Assets Under Management) | $ 104,000,000 |
Red Flags
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