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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
P••••• H•••• W••••
- Title
- Senior Portfolio Managerreportedbestgatewealth.comfirm site, Sep 16, 2026
- Designations
- CFA, CPAreportedbestgatewealth.comas printed on the bio page, Sep 16, 2026
- Business email
- phil.weiss@bestgatewealth.comreportedbestgatewealth.comfirm site, Sep 16, 2026
- Direct business phone
- 301-662-7220reportedbestgatewealth.comfirm site, Sep 16, 2026
- Professional profile
- bestgatewealth.com/team/philip-h-weissreportedbestgatewealth.comfirm site, Sep 16, 2026
- Professional profile
- linkedin.com/in/philip-weissreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- B••••••• W••••• A•••••••• L•• independent RIA currentsince Sep 16, 2019 · Frederick, Md
- A•••••• W••••• M••••••••• L•• state registered currentsince Jul 12, 2017 · Phoenix, Md
- F••••••••• W••••• • T•• A•••••••• L•• state registeredApr 29, 2022 to Apr 25, 2025 · Phoenix, Md
- A•••••• W••••• M••••••••• L•• state registeredJul 12, 2017 to Apr 25, 2025 · Phoenix, Md
- B••••••••• F•••••••• A••••••• independent RIAJun 6, 2013 to Sep 9, 2016 · Columbia, Md
- S•• C•••••• M••••••••• I••• unclassifiedApr 17, 2013 to Jun 13, 2013 · Fort Plain, Ny
- C••••••••• E••••• I••••••••• A••••••• state registeredApr 6, 2010 to Nov 10, 2010 · Gloversville, Ny
- F••••••••• W••••• • T•• A•••••••• L•• to no registered destinationleft Apr 25, 2025 · Departure, no registered destination
- B••••••••• F•••••••• A••••••• to A•••••• W••••• M••••••••• L••left Sep 9, 2016, registered Jul 12, 2017 (306 days) · Other
- S•• C•••••• M••••••••• I••• to B••••••••• F•••••••• A•••••••left Jun 13, 2013, registered Jun 6, 2013 (-7 days) · Other
- C••••••••• E••••• I••••••••• A••••••• to S•• C•••••• M••••••••• I•••left Nov 10, 2010, registered Apr 17, 2013 (889 days) · Other
- P••••• H•••• W•••• no longer registered at F••••••••• W••••• • T•• A•••••••• L••; no later IA registration on IAPDApr 25, 2025 · Advisor departure · fact
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 24derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address