Robert L. Weisman

ROBERT L. WEISMAN

CHICAGO, IL

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CRD#: 5489565

Professional summary

Robert Lewis Weisman MR, who also goes by Robert Lewis Weisman, is a registered financial advisor currently at ROBERT L. WEISMAN, LLC located in Chicago, Illinois.

Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2008. Robert has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Robert Lewis Weisman

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.

STOCK YARDS PACKING COMPANY 340 N. OAKLEY BLVD CHICAGO, IL 60612 MEAT MANUFACTURING AND SUPPLY (NOT INVESTMENT RELATED) EXECUTIVE MANAGEMENT OVERSEEING ALL OPERATIONS STARTING 4/09 140 HOURS/MONTH 100 HOURS/MONTH DURING SECURITIES TRADING HRS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Lewis Weisman MR'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®

None

Experience

Current

February 29, 2008 - Present

ROBERT L. WEISMAN, LLC

RIA

CRD#: 146186

CHICAGO, IL

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

Illinois
(2/29/2008)

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Exams

State Security Law Exam

IAR

Series 65

Date: 12/12/2007

Uniform Investment Adviser Law Examination

Current Firm

ROBERT L. WEISMAN, LLC

ROBERT L. WEISMAN, LLC | WEISMAN, ROBERT L. | ROBERT LEWIS WEISMAN

CRD#: 146186 / SEC#:

Illinois

Registered Investment Advisory firm - (2/29/2008 Approved)

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Contact information

Main Address

Chicago, IL

Mailing Address

Phone number

(847) 287-2100

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Red Flags

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

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Robert L. Weisman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Robert Lewis Weisman MR's CRS (Customer Relationship Summary).

Certified licenses

Experience

ROBERT L. WEISMAN, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 12/12/2007

Current Firm

ROBERT L. WEISMAN, LLC

Contact information

Documents

Red Flags

Company Information

ROBERT L. WEISMAN, LLC

TRUST BUT VERIFY

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