Rob Weis: Ampersand Partners Advisor Resigned from Wells Fargo

Lake Forest, Illinois financial advisor Rob Weis (CRD# 2421439) resigned from Wells Fargo in connection with allegations of misconduct. Financial Industry Regulatory Authority records show that he is registered as a broker and an investment advisor with Ampersand Partners. His website shows that he is a representative of CenterCoast Private Wealth, which offers securities and advisory services through Ampersand Partners.

Mr. Weis’s BrokerCheck report discloses his resignation from Wells Fargo. Filed in September 2024, the disclosure states that he voluntarily resigned from the firm “after concerns involving the solicitation of a restricted security.” The disclosure provides no additional information about these alleged concerns.

CenterCoast Private Wealth’s website includes a profile of Mr. Weis that describes his background and experience. “Rob also adheres to a professional Code of Ethics and fulfills annual continuing educational requirements to remain aware of current planning strategies and financial trends,” it explains. Elsewhere, the firm describes its approach to working with clients. “Our team brings its collective education and experience to each new client relationship,” it states. “When our advisors meet with you, they direct their energy, passion, and knowledge toward the process of helping you succeed personally and financially.”

According to the Financial Industry Regulatory Authority, Rob Weis holds 30 years of securities industry experience. Based in Lake Forest, Illinois, he has been registered as a broker and an investment advisor with Ampersand Partners since September 2024. He was previously registered with Wells Fargo from 1993 until 2024. His credentials include the passage of six securities industry qualifying exams: the General Securities Principal Examination, or Series 24; the General Securities Representative Examination, or Series 7; the Futures Managed Funds Examination, or Series 31; the Securities Industry Essentials Examination, or SIE; the Uniform Securities Agent State Law Examination, or Series 63; and the Uniform Investment Adviser Law Examination, or Series 65. He holds 40 state licenses. (Information current as of November 11, 2024.)

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