Alexander
Weiss
U.S. Financial Advisors
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About this Advisor
Alexander Weiss is a certified financial planner operating in Braintree, Massachusetts, with a total of 13 years of relevant experience. Weiss is currently employed by U.S. Financial Advisors. Throughout their career, they have worked at U.S. Financial Advisors, LLC and Lpl Financial, LLC. Weiss holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in California, Florida, Massachusetts and Texas. U.S. Financial Advisors is a registered investment firm that has its headquarters in Braintree, MA. The company has a total of 14 advisors. It handles $296 million in total assets across its 559 accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. Of its 559 accounts, 23% are associated with high-net-worth investors who have more than $1 million in assets. U.S. Financial Advisors offers a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial management fee schedules largely depend on which services are offered. However, fees billed by U.S. Financial Advisors most likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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U.S. Financial Advisors Brokerage Details
$295,797,521
14
559
$529,155
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Alexander Weiss Work History
Alexander has been registered as a financial advisor for 13 years.*
Lpl Financial, LLC
U.S. Financial Advisors, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Alexander Weiss to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at U.S. Financial Advisors
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
Braintree, MA
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
