Chairman & Chief Executive Officer · RTD Financial Advisors Inc
Jeffrey A. Weiand
CRD 1414639 · Named on Form ADV at one SEC-registered adviser
At a glance
RTD Financial Advisors Inc, an SEC-registered wealth manager based in Philadelphia, PA with $2.7 billion in regulatory assets, lists Jeffrey A. Weiand on its Form ADV as Chairman & Chief Executive Officer, a control person.
Firms and roles
- RTD Financial Advisors IncChairman & Chief Executive OfficerWealth manager · Philadelphia, PA · $2.7B in regulatory assets
AtlasMembers
Jeffrey’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
SEC adviser record
- Registered since
- 1991 (35 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Jeffrey’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (11)
- Marc C. LabadieExecutive Vice President, RTD Financial Advisors Inc
- Richard J. DursoPresident/chief Financial Officer/senior Wealth Advisor, RTD Financial Advisors Inc
- Mitchell J. MetzSenior Vice President, RTD Financial Advisors Inc
- Christopher N. VassalloVice President of Client Development, RTD Financial Advisors Inc
- Rachel F. MoranVice President of Personal Wealth Management, RTD Financial Advisors Inc
6 more people named with Jeffrey on the same filings, with titles and firms. Free in Atlas with a free account.
See all 11 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Jeffrey’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.