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
Andrew S Weissman
Certified Financial Planner
Feed of 09/14/2026
At current firm
5 y
since Mar 11, 2021
In the industry
16 y
since Mar 5, 2010 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Wealthspire Advisors independent RIA currentsince Mar 11, 2021 · New York, Ny
- Wealthspire Advisors formerApr 20, 2017 to Dec 31, 2020 · New York, Ny
- Cantor Fitzgerald Wealth Partners, LLC formerOct 17, 2016 to Apr 21, 2017 · New York, Ny
- Retirement Design & Management Inc formerMay 22, 2012 to Sep 28, 2015 · Westport, Ct
- Morgan Stanley wirehouseMar 8, 2010 to Jun 15, 2012 · Purchase, Ny
Moves
a registration end followed by a registration begin elsewhere
- Wealthspire Advisors to Wealthspire Advisorsleft Dec 31, 2020, registered Mar 11, 2021 (70 days) · corporate re-registration, not a move
- Cantor Fitzgerald Wealth Partners, LLC to Wealthspire Advisorsleft Apr 21, 2017, registered Apr 20, 2017 (-1 days) · Other
- Retirement Design & Management Inc to Cantor Fitzgerald Wealth Partners, LLCleft Sep 28, 2015, registered Oct 17, 2016 (385 days) · Other
- Morgan Stanley to Retirement Design & Management Incleft Jun 15, 2012, registered May 22, 2012 (-24 days) · Other
Signals
No dated event on this person.
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
- Independent wealth managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address