Alexander Gregory Weiss
Investment adviser representative at Napier Financial
16 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$587.9MFirm assets
Are you Alexander Gregory Weiss? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Napier Financial, LLCJun 2025 to now
- LPL Financial, LLCDec 2011 to Jun 2021
- U.S. Financial Advisors, LLCMar 2010 to Jul 2025
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2009
State registrations
Registered as an investment adviser representative in 2 states (MA, TX).
Napier Financial
Legal name: Napier Financial, LLC
$587.9MAssets managed
242Clients
9Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5345503
- Firm CRD
- 336725