DFX Intelligence

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RIA / WealthAdvisorCertified Financial Planner17 years in industry

ALEXANDER GREGORY WEISS

Advisor at NAPIER FINANCIAL

Braintree, MA | BRAINTREE, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:efe89de5-9975-fc69-69ea-5be6ce2c9012

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Sep 22, 2009 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: NAPIER FINANCIAL
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 21, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 21, 2009
First registration: Sep 22, 2009
Dual registered: no
Other names: ALEXANDER GREGORY WEISS|ALEXANDER G WEISS
IAPD individual key: 5345503

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
NAPIER FINANCIAL	Independent wealth	Jul 21, 2025	n/a	yes	Braintree, MA\|BRAINTREE, MA	Current employment
U.S. FINANCIAL ADVISORS	Former SEC adviser	Apr 5, 2010	Jul 25, 2025	no	WILMINGTON, DE	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Sep 22, 2009	Mar 2, 2010	no	HINGHAM, MA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
U.S. FINANCIAL ADVISORS	NAPIER FINANCIAL	Jul 25, 2025	Jul 21, 2025	-4	Firm change	RIA to new firm
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	U.S. FINANCIAL ADVISORS	Mar 2, 2010	Apr 5, 2010	34	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
108763:336725:DE:2025-07-25	Jul 25, 2025	Jul 21, 2025	WILMINGTON, DE	Firm change

Relationships

Registered with (3)

→ NAPIER FINANCIALRegistered adviserregistration: current employment
Jul 21, 2025 to presentfactForm ADV
→ U.S. FINANCIAL ADVISORSRegistered adviserregistration: previous registration
Apr 5, 2010 to Jul 25, 2025factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Sep 22, 2009 to Mar 2, 2010factForm ADV

Dated events

Occurred
Jul 25, 2025
Advisor changed firm
Alexander Gregory Weiss left U.S. Financial Advisors for Napier Financial (registered 2025-07-21)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:efe89de5-9975-fc69-69ea-5be6ce2c9012
First observed: Sep 22, 2009
Last observed: Sep 14, 2026 7 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

ALEXANDER GREGORY WEISS

Advisor at NAPIER FINANCIAL

Braintree, MA | BRAINTREE, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:efe89de5-9975-fc69-69ea-5be6ce2c9012

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:13 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

NAPIER FINANCIAL

Independent wealth

Jul 21, 2025

n/a

yes

Braintree, MA|BRAINTREE, MA

Current employment

U.S. FINANCIAL ADVISORS

Former SEC adviser

Apr 5, 2010

Jul 25, 2025

WILMINGTON, DE

Previous registration

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Wirehouse

Sep 22, 2009

Mar 2, 2010

HINGHAM, MA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

U.S. FINANCIAL ADVISORS

NAPIER FINANCIAL

Jul 25, 2025

Jul 21, 2025

-4

Firm change

RIA to new firm

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

U.S. FINANCIAL ADVISORS

Mar 2, 2010

Apr 5, 2010

Firm change

Other

Team

Left

Joined

From

Kind

108763:336725:DE:2025-07-25

Jul 25, 2025

Jul 21, 2025

WILMINGTON, DE

Firm change