AW
Alexander G. Weiss
NAPIER FINANCIAL
Braintree, MA 02184
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CRD#: 5345503
AW
Professional summary
Alexander Gregory Weiss, CFP®, who also goes by Alexander G Weiss, is a registered financial advisor currently at NAPIER FINANCIAL located in Braintree, Massachusetts.
Alexander is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Alexander has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Alexander G Weiss
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
(1) 12/05/2011: US Financial Advisors, LLC - Registered Investment Advisor - DBA: Napier Financial - Investment Related - At Reported Business Location(s) - 50% Time Spent - I provide investment advisory services through US Financial Advisors, LLC an independent investment advisor firm. I started this business activity on 12/5/11. I expect to spend approximately 48 hours/month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. (2) 08/17/2015: Licensed Insurance Agent - Non-Variable Insurance - Investment Related - 30 Braintree Hill Office Park, Suite 201, Braintree, MA 02184 - Start 03/01/2015 - 5 Hr/Mo; 0 Hours During Securities Trading - INS Types: Life, Health, Disability, LTC, Fixed Annuities (3) 08/25/2015: J Nap LLC - Business Entity For Tax/Investment Purposes Only - Investment Related - 30 Braintree Hill Office Park, Suite 201, Braintree MA 02184 - Start 12/31/2014 - 5 Hr/Mo; 0 Hours During Securities Trading. (4) 12/12/2016: South Coast Family Office - Investment Related - 687 Main Street, Waltham, MA 02451 - Other-Business Owner - Co-Owner - 1% of time spent (5) 1/1/2022: South Coast Financial Partners - Not investment related - 461 Faunce Corner Road, STE 2North Dartmouth, MA 02747 - Passive co-owner of CPA firm - 0% of time (6) 1/1/2022: Clement & Dacunha, LLC - Not investment related - 3 WARBLER WAY N. DARTMOUTH 02747 - Passive co-owner of CPA firm - 0% of time (7) 7/1/2022: GenWel Capital, LLC - Investment Related - 30 Braintree Hill Office Park, Suite 201 Braintree MA 02184 - Partial owner - Firm established for investing in private real estate transactions - 10% of time spent (8) 7/1/2022: GenWel Capital 2, LLC - Investment Related - 30 Braintree Hill Office Park, Suite 201 Braintree MA 02184 - Partial owner - Firm established for investing in private real estate transactions - 10% of time spent
CRS (Client Relationship Summary) - RIA
Click below to view Alexander Gregory Weiss's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2013
Experience
Current
July 21, 2025 - Present
NAPIER FINANCIAL
Office #1: 30 Braintree Hill Office Park, Braintree, MA 02184RIA
CRD#: 336725
Braintree, MA
Past
December 2, 2011 - June 30, 2021
LPL FINANCIAL LLC
BD
CRD#: 6413
BRAINTREE, MA
Past
April 5, 2010 - July 25, 2025
U.S. FINANCIAL ADVISORS
RIA
CRD#: 108763
BRAINTREE, MA
Past
March 11, 2010 - December 3, 2011
OSAIC FS, INC.
BD
CRD#: 3870
BRAINTREE, MA
Past
September 22, 2009 - March 2, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
ROCKLAND, MA
Past
August 6, 2009 - March 2, 2010
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
ROCKLAND, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
NF
NAPIER FINANCIAL
JNAP LLC | NAPIER FINANCIAL, LLC | NAPIER FINANCIAL
CRD#: 336725 / SEC#: 801-133755
RIA
Registered Investment Advisory firm - (6/26/2025 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Massachusetts(7/21/2025)
IAR
Texas(9/17/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Current Firm
NF
NAPIER FINANCIAL
JNAP LLC | NAPIER FINANCIAL, LLC | NAPIER FINANCIAL
CRD#: 336725 / SEC#: 801-133755
RIA
Registered Investment Advisory firm - (6/26/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
30 Braintree Hill Office Park Suite 201, Braintree, MA 02184
Mailing Address
Phone number
(781) 884-2300
Established
Firm type
Fiscal year end
# of Employees
14
SEC notice filing (9 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 834 |
| AUM (Assets Under Management) | $ 517,704,154 |
Red Flags
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Company Information
NAPIER FINANCIAL
CRD#: 336725Braintree, MA 02184TRUST BUT VERIFY
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