Gregory Weiss
Gregory Weiss is a registered investment advisor at First Citizens Investor Services, INC., based in Raleigh, NC, with 25 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,706 clients with $2.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.30% |
| $100K - $250K | 1.20% |
| $250K - $500K | 1.05% |
| $500K - $1.0M | 0.90% |
| $1M+ | 0.85% |
These fees apply to First Citizens Wealth Management and First Citizens Investor Services Wealth Strategies Portfolio Management. Third-Party Manager fees can be up to 0.55% in addition to the program fee. Tax Aware Services are offered with Portfolio Manager Program and First Citizens Wealth Management Services at an additional fee of 0.53% of the assets in the account. First Citizens Guided Investing has a fee of 0.30%.
Fee Estimator
Location
14440 New Falls of Neuse Road, Raleigh, NC, 27614
Get directionsHistory
Regulatory History (1)
Customer Dispute
July 2025Other Business Activities
Gregory is a partner in Weiss Property Holdings, LLC, a real estate and rental property business, since 2020. He dedicates minimal time to this investment-related activity, receiving rental income and real estate appreciation as compensation.
Employment History
Current Registrations
First Citizens Investor Services, INC.
First Citizens Investor Services, INC.Broker
Previous Registrations
Safeco Investment Services, INC.
Safeco Investment Services, INC.Broker
Josephthal & CO., INC.Broker
Marion Bass Securities CorporationBroker
State Registrations29 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.