Philip Weiss has been an investment adviser representative at Bestgate Wealth Advisors since September 2019, and is not listed among the firm’s executive officers or direct owners. Philip Weiss holds a BS degree in Accounting from Rutgers University.
Bestgate Wealth Advisors, LLC is a Frederick, MD firm with $162M under management, 118 clients and 3 advisers in one office, as of its February 2026 filing.
Philip H Weiss is Senior Portfolio Manager of Bestgate Wealth Advisors. He is also the founder of Apprise Wealth Management. He started his financial services career in 1987 working as a tax professional for Deloitte & Touche, and for the past 20 years has worked extensively in personal finance and investment management.
Philip Weiss’ longest registration is the current one, 9 years at Apprise Wealth Management LLC since 2017. Before joining Bestgate Wealth Advisors in 2019, Philip Weiss was registered through Baltimore-Washington Financial Advisors and Sia Capital Management Inc.
- Foundation Wealth & Tax Advisors, LLC– · 2 yearsPhoenix, MD · Adviser representative · Firm CRD 317596
- – present · 7 yearsFrederick, MD · Adviser representative · Firm CRD 301639
- Apprise Wealth Management LLCAlso current– present · 9 yearsPhoenix, MD · Adviser representative · Firm CRD 288709
- Baltimore-Washington Financial Advisors– · 3 yearsColumbia, MD · Adviser representative · Firm CRD 159388
- Sia Capital Management Inc.– · under a yearFort Plain, NY · Adviser representative · Firm CRD 166169
- Mycroft Research, LLC– · under a yearFort Plain, NY · Adviser representative · Firm CRD 147961
Professional designations
Listed by Bestgate Wealth Advisors
- CFA charterholder
- CPA
- Registered Life Planner (RLP®)
Investment adviser representative registrations
Philip Weiss is registered as an investment adviser representative in 6 states. The first approvals date from July 2017; the most recent is New Jersey, in June 2025.
- MarylandSince 12 July 2017
- New JerseySince 16 June 2025
- New YorkSince 4 June 2025
- PennsylvaniaSince 4 June 2025
- TexasSince 4 June 2025
- VirginiaSince 4 June 2025
Examinations
No examinations are on Philip Weiss’s record.
- Full name
- Philip Henry Weiss
- CRD
- 4619842
- Firm
- Bestgate Wealth Advisors · CRD 301639
- Office
- 5100 BUCKEYSTOWN PIKE, STE 290, Frederick, MD 21704
- Registration
- Investment adviser registration
- In the industry since
- July 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- bestgatewealth.com
Where does Philip Weiss work?
Philip Weiss is an investment adviser representative registered through Bestgate Wealth Advisors, LLC since September 2019, and is not listed among the firm’s executive officers or direct owners.
Is Philip Weiss a financial advisor?
Yes. Philip Weiss has a current investment-adviser registration in Maryland, New Jersey, New York, Pennsylvania, Texas and Virginia, through Bestgate Wealth Advisors since September 2019.
How many years of experience does Philip Weiss have?
Philip Weiss has 13 years in the financial industry, since July 2013, across 6 adviser firms.
Where did Philip Weiss work before Bestgate Wealth Advisors?
Before Bestgate Wealth Advisors, Philip Weiss was registered through Baltimore-Washington Financial Advisors, June 2013 to September 2016; Sia Capital Management Inc., April 2013 to June 2013; Mycroft Research, LLC, April 2010 to November 2010.
Where is Philip Weiss based?
Philip Weiss’ registered office is in Frederick, MD.
Is Philip Weiss registered with FINRA?
No. Philip Weiss has no current broker registration.
Is Philip Weiss a CFA charterholder?
Bestgate Wealth Advisors lists Philip Weiss with the CFA credential (“CFA charterholder”) on its website. CFA Institute confirms certification status.
Source: Philip H Weiss, CFA, CPA biography, bestgatewealth.com
How can I verify Philip Weiss’ record?
Search CRD 4619842 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Philip Weiss’ full registration record.
