Peter E. Weitz

ROUTE 20 PRIVATE WEALTH

FORT LAUDERDALE, FL 33301

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CRD#: 4723666

Professional summary

Peter Eric Weitz, AIF®, who also goes by Peter Weitz, is a registered financial advisor currently at ROUTE 20 PRIVATE WEALTH INC. located in Fort Lauderdale, Florida.

Peter is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Peter has worked at 10 firms and has passed the Series 66, SIE, Series 31 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Peter Weitz

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.

[1] Route 20 Private Wealth; investment-related; 500 East Broward Blvd, Suite 1510, Fort Lauderdale, FL, 33394; 95% of trading hours are devoted to this business activity. [2] Licensed insurance professional; Not-Investment Related; 500 East Broward Blvd., Suite 1510, Fort Lauderdale, FL 33394; Insurance Sales; Agent; 11/2004; Approximately five percent (5%) of business time, all during securities trading hours. [3] FlowPoint Partners, LLC ("FlowPoint"); Investment-Related; Business is conducted at reported address; Flowpoint is located in Boston, MA; Asset Management Firm; Portfolio Manager; Ten to twelve hours per month, during securities trading hours; Mr. Weitz manages or co-manages certain portfolios of Melcher Street Funding, LLC; (since 10/2021). [4] Allasea Holdings, Inc.; Not-Investment Related; 500 East Broward Boulevard, Suite 1510, Fort Lauderdale, FL 33394; Holding company that owns the RIA, Weitz Financial Group, LLC; 50% Owner; 01/2023. [5] J Street Imports; Not-investment related; business is conducted at the reported address; Wine Importer from Europe for US distribution; Owner; 09/2018; Mr. Weitz spends forty (40) hours per month on this activity, none of which are during securities trading hours.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Eric Weitz'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®

AIF^®

Accredited Investment Fiduciary

Experience

Current

September 9, 2024 - Present

ROUTE 20 PRIVATE WEALTH INC.

Office #1: 401 East Las Olas Blvd., Suite 1400, Fort Lauderdale, FL 33301

RIA

CRD#: 332581

FORT LAUDERDALE, FL

Past

March 5, 2024 - December 2, 2024

AXXCESS WEALTH MANAGEMENT, LLC

RIA

CRD#: 164081

Fort Lauderdale, FL

Past

September 12, 2023 - August 30, 2024

WEITZ FINANCIAL GROUP LLC

RIA

CRD#: 325132

FT LAUDERDALE, FL

Past

October 29, 2021 - April 3, 2024

FORTITUDE ADVISORY GROUP L.L.C.

RIA

CRD#: 116083

Fort Lauderdale, FL

Past

November 6, 2017 - December 31, 2021

E2I ADVISORS, LLC

RIA

CRD#: 285987

Fort Lauderdale, FL

Past

August 1, 2011 - March 1, 2017

FUSION ANALYTICS SECURITIES LLC

CRD#: 124245

CORAL SPRINGS, FL

Past

December 16, 2010 - October 24, 2017

FUSION ANALYTICS INVESTMENT PARTNERS LLC

RIA

CRD#: 139321

CORAL SPRINGS, FL

Past

June 12, 2009 - November 24, 2010

ASSET & FINANCIAL PLANNING, LTD

RIA

CRD#: 110709

CORAL SPRINGS, FL

Past

May 29, 2009 - November 24, 2010

PRIME CAPITAL SERVICES, INC.

CRD#: 18334

CORAL SPRINGS, FL

Past

October 26, 2004 - June 3, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CORAL SPRINGS, FL

Past

November 19, 2003 - June 3, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CORAL SPRINGS, FL

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".

ROUTE 20 PRIVATE WEALTH INC.

CRD#: 332581 / SEC#: 801-130981

RIA

Registered Investment Advisory firm - (8/29/2024 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

Florida
(9/9/2024)

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

IAR

Series 66

Date: 12/29/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 3/1/2017

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 6/7/2004

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 11/18/2003

General Securities Representative Examination

Current Firm

ROUTE 20 PRIVATE WEALTH INC.

CRD#: 332581 / SEC#: 801-130981

RIA

Registered Investment Advisory firm - (8/29/2024 Approved)

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Contact information

Main Address

401 East Las Olas Blvd., Suite 1400, Fort Lauderdale, FL 33301

Mailing Address

Phone number

(954) 712-7490

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (2 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ROUTE 20 PRIVATE WEALTH INC. BROCHURE (3/25/2025)

Regulatory assets under management

Total Number of Accounts	157
AUM (Assets Under Management)	$ 54,605,989

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.

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Advisor Monitoring

Firm Stability Insights

Peter E. Weitz

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Peter Eric Weitz's CRS (Customer Relationship Summary).

Certified licenses

Experience

AXXCESS WEALTH MANAGEMENT, LLC

WEITZ FINANCIAL GROUP LLC

FORTITUDE ADVISORY GROUP L.L.C.

E2I ADVISORS, LLC

FUSION ANALYTICS SECURITIES LLC

FUSION ANALYTICS INVESTMENT PARTNERS LLC

ASSET & FINANCIAL PLANNING, LTD

PRIME CAPITAL SERVICES, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Primary Firm SEC Registration

ROUTE 20 PRIVATE WEALTH INC.

State Registrations and Notice Filings

Exams

Series 66

Date: 12/29/2003

SIE

Date: 3/1/2017

Series 31

Date: 6/7/2004

Series 7

Date: 11/18/2003

Current Firm

ROUTE 20 PRIVATE WEALTH INC.

Contact information

SEC notice filing (2 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

ROUTE 20 PRIVATE WEALTH INC.

TRUST BUT VERIFY

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