Peter Eric Weitz
AIF®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.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Other Aliases
Peter Weitz
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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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Credentials
Years of Experience
23 years in the financial services industry
Current & Past Employments
Current
Past
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Current Firm
ROUTE 20 PRIVATE WEALTH INC.
Contact Information
Main Address
500 East Broward Boulevard Suite 900, Fort Lauderdale, FL 33394Phone Number
(954) 712-7490# of Employees
6SEC notice filing (1 States and Territories)
Registered to provide investment advisory services in 1 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
180AUM (Assets Under Management)
$83,548,470Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
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.
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Primary Firm SEC Registration
ROUTE 20 PRIVATE WEALTH INC.
State Registrations and Notice Filings
(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
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Peter Eric Weitz's CRS (Customer Relationship Summary).
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