DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Robert A Weiss
Feed of 09/14/2026
Also filed as Robert Allen Weiss
At current firm
0 y
since Sep 24, 2025
In the industry
34 y
since Jul 17, 1992 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Key Investment Services LLC BD affiliated currentsince Sep 24, 2025 · Brooklyn, Oh
- J.P. Morgan Securities LLC wirehouseSep 6, 2023 to Jul 13, 2024 · New York, Ny
- J.P. Morgan Private Wealth Advisors LLC formerMar 2, 2021 to Jul 17, 2024 · New York, Ny
- Gfo Advisory Services, LLC asset managerJun 20, 2017 to Dec 31, 2017 · Greenwich, Ct
- Truist Advisory Services, Inc. BD affiliatedJun 5, 2017 to Nov 12, 2020 · Greenwich, Ct
Moves
a registration end followed by a registration begin elsewhere
- J.P. Morgan Private Wealth Advisors LLC to J.P. Morgan Securities LLCleft Jul 17, 2024, registered Sep 6, 2023 (-315 days) · channel change inside one enterprise, not a move · moved with a team
- J.P. Morgan Securities LLC to Key Investment Services LLCleft Jul 13, 2024, registered Sep 24, 2025 (438 days) · Wirehouse to affiliated broker-dealer or bank
- Truist Advisory Services, Inc. to Gfo Advisory Services, LLCleft Nov 12, 2020, registered Jun 20, 2017 (-1241 days) · Other
- Gfo Advisory Services, LLC to J.P. Morgan Private Wealth Advisors LLCleft Dec 31, 2017, registered Mar 2, 2021 (1157 days) · Other
Signals
- Robert A Weiss left J.P. Morgan Securities Llc for Key Investment Services Llc (registered 2025-09-24)Jul 13, 2024 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address