Peter Weiss has held the title Member at Modus Advisors since January 2024, is not listed as a control person, but directly owns between 5% and 10% of the firm.
Modus Advisors, LLC is an Excelsior, MN firm with $601M under management, 347 clients and 5 advisers in one office, as of its February 2026 filing.
- Modus Advisors, LLCCurrent– present · 1 yearExcelsior, MN · Adviser representative · Firm CRD 291204
Investment adviser representative registrations
Peter Weiss is registered as an investment adviser representative in Minnesota, since November 2024.
- MinnesotaSince 14 November 2024
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 October 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Peter Michael Weiss
- CRD
- 7878902
- Firm
- Modus Advisors · CRD 291204
- Role
- Member
- Office
- 23505 SMITHTOWN ROAD, SUITE 290, Excelsior, MN 55331
- Registration
- Investment adviser registration
- In the industry since
- November 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Peter Weiss work?
Peter Weiss has held the title Member at Modus Advisors, LLC since January 2024.
Is Peter Weiss a financial advisor?
Yes. Peter Weiss has a current investment-adviser registration in Minnesota, through Modus Advisors since November 2024.
How many years of experience does Peter Weiss have?
Peter Weiss has 1 year in the financial industry, since November 2024, across 1 adviser firm.
What exams has Peter Weiss passed?
Peter Weiss passed the Series 65 in October 2024.
Where is Peter Weiss based?
Peter Weiss’ registered office is in Excelsior, MN.
Is Peter Weiss registered with FINRA?
No. Peter Weiss has no current broker registration.
How can I verify Peter Weiss’ record?
Search CRD 7878902 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Peter Weiss’ full registration record.