Eli Weissman

ADVOCATE WEALTH

WASHINGTON, DC 20006

CRD#: 6341650

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Professional summary

Eli Weissman, CFP®, CPWA® is a registered financial advisor currently at ADVOCATE WEALTH, LLC located in Washington, District Of Columbia.

Eli is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Eli has worked at 7 firms and has passed the Series 63, Series 65, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eli Weissman'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^®

Certified Financial Planner

Start date: 2016

CPWA^®

Certified Private Wealth Advisor

Start date: 2019-11-11

Expire date: 2023-10-31

Experience

Current

June 20, 2024 - Present

ADVOCATE WEALTH, LLC

Office #1: 1717 K Street N.w. Suite 900, Washington, DC 20006

RIA

CRD#: 330165

WASHINGTON, DC

Past

June 16, 2022 - June 12, 2024

SPIRE WEALTH MANAGEMENT, LLC

RIA

CRD#: 113908

Washington, DC

Past

June 16, 2022 - December 31, 2022

SPIRE SECURITIES, LLC

CRD#: 144131

MCLEAN, VA

Past

February 17, 2021 - June 17, 2022

TRUIST ADVISORY SERVICES, INC.

RIA

CRD#: 283390

MCLEAN, VA

Past

February 17, 2021 - June 17, 2022

TRUIST INVESTMENT SERVICES, INC.

CRD#: 17499

MCLEAN, VA

Past

March 21, 2017 - February 17, 2021

BB&T SECURITIES, LLC

CRD#: 142785

RICHMOND, VA

Past

December 5, 2016 - February 17, 2021

BB&T SECURITIES, LLC

RIA

CRD#: 142785

RICHMOND, VA

Past

July 1, 2014 - November 17, 2016

ALEXANDRIA CAPITAL

RIA

CRD#: 129120

WASHINGTON, DC

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

District of Columbia
(6/20/2024)

IAR

Virginia
(7/26/2024)

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

Series 63

Date: 5/8/2017

Uniform Securities Agent State Law Examination

State Security Law Exam

IAR

Series 65

Date: 7/1/2014

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 3/21/2017

General Securities Representative Examination

Current Firm

ADVOCATE WEALTH, LLC

CRD#: 330165 / SEC#:

District of Columbia

Registered Investment Advisory firm - (6/20/2024 Approved)

Virginia

Registered Investment Advisory firm - (7/26/2024 Approved)

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Contact information

Main Address

Washington, DC

Mailing Address

1717 N Street Nw, Ste 1, Washington, DC 20036

Phone number

(202) 802-1925

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	62
AUM (Assets Under Management)	$ 20,303,740

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

Eli Weissman

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Eli Weissman's CRS (Customer Relationship Summary).

Certified licenses

Experience

SPIRE WEALTH MANAGEMENT, LLC

SPIRE SECURITIES, LLC

TRUIST ADVISORY SERVICES, INC.

TRUIST INVESTMENT SERVICES, INC.

BB&T SECURITIES, LLC

BB&T SECURITIES, LLC

ALEXANDRIA CAPITAL

State Registrations and Notice Filings

Exams

Series 63

Date: 5/8/2017

Series 65

Date: 7/1/2014

SIE

Date: 10/1/2018

Series 7

Date: 3/21/2017

Current Firm

ADVOCATE WEALTH, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

ADVOCATE WEALTH, LLC

TRUST BUT VERIFY

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