Gregory Weiss
Gregory Weiss is a registered investment advisor at First Citizens Investor Services, INC., based in Raleigh, NC, with 26 years of industry experience. Gregory is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 7,645 clients with $2.6B 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% |
Fees represent maximum standard annual rates for primary programs and may vary based on account type and relationship size. Portfolio manager fees of up to 0.55% and tax-aware service fees of 0.053% may apply additionally in certain programs.
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.
Exams
More Advisors
- Jonathan LaroseFirst Citizens Investor Services, INC.
- Robert Lane, CFPFirst Citizens Investor Services, INC.
- Katie Peeden, CFPFirst Citizens Investor Services, INC.
- Edward Harris, CFPFirst Citizens Investor Services, INC.
- John Liddicoat, CFPFirst Citizens Investor Services, INC.
- Patrick LaneFirst Citizens Investor Services, INC.