Advisor at DSW Investment, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
DSW Investment, LLC
Location
Princeton, NJ
Credentials
CFA®, Series 63
Industry experience
17 years
Douglas Weiss is a CFA® charterholder with 17 years of industry experience. He has been the sole advisor at DSW Investment, LLC since 2014. DSW Investment, LLC provides discretionary investment supervisory services and individual portfolio management to a small group of individual and high-net-worth clients, as well as managed employee pension accounts. The firm employs a mix of fundamental, quantitative, and qualitative analysis within an asset-allocation framework and uses a range of strategies including active trading, option writing, short sales, and margin use.
1.00% annually
Account minimum: $300,000
Princeton, NJ
Connecticut · Massachusetts · New Jersey
DSW Investment, LLC
2014 - Present (12 years)
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Series 63, Series 65
Princeton, NJ
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