Alexander Weiss is a CFP-designated registered investment advisor at Napier Financial, based in Braintree, MA, with 16 years of industry experience. Alexander operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 216 clients with $550M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
30 Braintree Hill Office Park, Suite 201, Braintree, MA, 02184
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
Alexander provides investment advisory services through US Financial Advisors, LLC, dedicating about a quarter of his time to this. He is also a licensed insurance agent selling life, health, disability, LTC, and fixed annuities, and has ownership stakes in several investment-related and non-investment related entities.
Employment History
Current Registrations
Napier Financial
Previous Registrations
LPL Financial LLCBroker
U.S. Financial Advisors
Lincoln Financial Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations2 states
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