Brent Weiss has been Co-Founder of Facet Wealth since November 2016, is a control person of the firm and directly owns under 5% of it. Brent Weiss holds a BA from the University of Notre Dame.
Facet Wealth, Inc is a West Palm Beach, FL firm with $7.6B under management, 14,741 clients and 77 advisers across 26 offices, as of its July 2026 filing.
Brent Weiss is Head of Financial Wellness and a founding member of Facet. He has over a decade of experience as a financial planner. He previously served as a principal at a wealth management firm, where he acted as a lead planner, chaired the investment committee, and mentored next-generation advisors.
Brent Weiss’ longest registration was 10 years at NFP Advisor Services, LLC (2006–2016). Before joining Facet Wealth in 2016, Brent Weiss was registered through Kestra Advisory Services, LLC and NFP Advisor Services, LLC.
- Kestra Advisory Services, LLC– · under a yearTimonium, MD · Adviser representative · Firm CRD 283330
- NFP Advisor Services, LLC– · 10 yearsBaltimore, MD · Adviser representative · Firm CRD 42046
Professional designations
Listed by Facet Wealth
- CFP®
- ChFC®
Investment adviser representative registrations
Brent Weiss is registered as an investment adviser representative in 2 states. The first approvals date from March 2021; the most recent is Florida, in August 2022.
- FloridaSince 18 August 2022
- TexasSince 1 March 2021
Examinations
| Exam | Name | Passed |
|---|---|---|
| SIE | Securities Industry Essentials Examination | Credited |
| Series 66 | Uniform Combined State Law Examination | 23 June 2006 |
| Series 7 | General Securities Representative Examination | 27 March 2006 |
- Name
- Securities Industry Essentials Examination
- Name
- Uniform Combined State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Brent Mitchell Weiss
- CRD
- 5078002
- Firm
- Facet Wealth · CRD 285961
- Role
- Co-Founder
- Office
- St Petersburg, FL
- Registration
- Investment adviser registration
- In the industry since
- April 2006
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- facet.com
Where does Brent Weiss work?
Brent Weiss has been Co-Founder of Facet Wealth, Inc since November 2016, and is a control person of the firm.
Is Brent Weiss a financial advisor?
Yes. Brent Weiss has a current investment-adviser registration in Florida and Texas, through Facet Wealth since December 2016.
How many years of experience does Brent Weiss have?
Brent Weiss has 20 years in the financial industry, since April 2006, across 3 adviser firms.
What exams has Brent Weiss passed?
Brent Weiss has passed 2 licensing exams: the Series 7 and Series 66. The earliest, the Series 7, was passed in March 2006. FINRA credited Brent Weiss with the SIE, which began in October 2018.
Where did Brent Weiss work before Facet Wealth?
Before Facet Wealth, Brent Weiss was registered through Kestra Advisory Services, LLC, April 2016 to December 2016; NFP Advisor Services, LLC, July 2006 to September 2016.
Where is Brent Weiss based?
Brent Weiss’ registered office is in St Petersburg, FL.
Is Brent Weiss registered with FINRA?
No. Brent Weiss has no current broker registration.
Is Brent Weiss a CFP?
Facet Wealth lists Brent Weiss with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
How can I verify Brent Weiss’ record?
Search CRD 5078002 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Brent Weiss’ full registration record.
- Anderson JonesChief Executive Officer and Director
Darshan PatelChief Financial Officer
Shruti JoshiChief Operating Officer, Director
Christopher HufmanChief Admin Officer/Chief Compliance Officer
Thomas GraffChief Investment
Patrick McKennaExecutive Chairman and Director- Charles RoameDirector
- Todd SchellDirector
- Jeffrey SteinDirector