AW
AW

Abraham Weiss

31 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
4677 advisors
Number of Clients
392,809 clients
Average Client Portfolio
$229K average
Assets Under Management
$90.0B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

902 East County Line Road, 2nd Floor, Lakewood, NJ, 08701

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Abraham is involved with Sterling Insurance Concepts Inc. as a sales/ownership role since 1993, focusing on life, health, and group health insurance, dedicating about 10-20% of his time. He also owns a rental property and is involved with Sterling Insurance Defined Benefit Plan and Lakewood Financial Group LLC, but these require minimal time.

Employment History
Current Registrations
MML Investors Services, LLC
June 2014 - Present · 11 yrs 8 mos
MML Investors Services, LLCBroker
March 2014 - Present · 11 yrs 11 mos
Previous Registrations
Metlife Securities INC.
September 2007 - February 2014 · 6 yrs 5 mos
Metlife Securities INC.Broker
January 2002 - February 2014 · 12 yrs 1 mo
Metropolitan Life Insurance CompanyBroker
January 2002 - July 2007 · 5 yrs 6 mos
Jefferson Pilot Securities CorporationBroker
May 1998 - January 2002 · 3 yrs 8 mos
Stuart Stone & CO., LLCBroker
June 1994 - May 1998 · 3 yrs 11 mos
State Registrations3 states
FLNJNY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.